CIM
EV

Contravisory Investment Management’s Eaton Vance Corp. EV Stock Holding History

Contravisory Investment Management’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
2018
Q4 		– Sell
-2,919
Closed -$153K – 352
2018
Q3 		$153K Sell
2,919
-85
-3% -$4.5K 0.05% 156
2018
Q2 		$157K Sell
3,004
-155
-5% -$8.54K 0.06% 160
2018
Q1 		$176K Hold
3,159
– – 0.07% 155
2017
Q4 		$178K Sell
3,159
-241
-7% -$12.8K 0.06% 157
2017
Q3 		$168K Buy
+3,400
New +$163K 0.06% 161
2015
Q3 		– Sell
-200
Closed -$8K – 188
2015
Q2 		$8K Hold
200
– – ﹤0.01% 159
2015
Q1 		$8K Buy
+200
New +$8.28K ﹤0.01% 134

Other funds holding EV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Contravisory Investment Management's EV Position: Q4 2018 in Review

Contravisory Investment Management sold out of Eaton Vance Corp. (EV) in Q4 2018, closing a stake of 2,919 shares — an estimated $153K sold.

Contravisory Investment Management first reported a position in EV in Q1 2015 and held it in 7 quarters. The position peaked at $178K in Q4 2017. 359 funds tracked by Wall St. Rank hold EV as of Q4 2018.

  • Contravisory Investment Management reported no remaining Eaton Vance Corp. position as of Q4 2018 after selling out during the quarter.
  • Contravisory Investment Management sold 2,919 Eaton Vance Corp. shares in Q4 2018, an estimated $153K.
  • Contravisory Investment Management first reported a position in Eaton Vance Corp. in Q1 2015 and held it in 7 quarters.
  • Contravisory Investment Management's Eaton Vance Corp. position peaked at $178K in Q4 2017.
  • 359 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2018.

Based on Contravisory Investment Management's 13F filing for Q4 2018, filed 14 Jan 2019.