Cobiz Wealth’s Eaton Vance Corp. EV Stock Holding History

Cobiz Wealth’s Portfolio EV Stock Details EV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	–	Sell	-32	Closed	-$1K	–	373
2013 Q2	$1K	Buy	+32	New	+$1.29K	﹤0.01%	404

Other funds holding EV

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sarofim Fayez Houston, Texas $20.5B AUM

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

HCM

Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Cobiz Wealth's EV Position: Q3 2013 in Review

Cobiz Wealth sold out of Eaton Vance Corp. (EV) in Q3 2013, closing a stake of 32 shares — an estimated $1K sold.

Cobiz Wealth first reported a position in EV in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 294 funds tracked by Wall St. Rank hold EV as of Q3 2013.

Cobiz Wealth reported no remaining Eaton Vance Corp. position as of Q3 2013 after selling out during the quarter.
Cobiz Wealth sold 32 Eaton Vance Corp. shares in Q3 2013, an estimated $1K.
Cobiz Wealth first reported a position in Eaton Vance Corp. in Q2 2013 and held it in 1 quarter.
Cobiz Wealth's Eaton Vance Corp. position peaked at $1K in Q2 2013.
294 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.