CFN
EV

Cordasco Financial Network’s Eaton Vance Corp. EV Stock Holding History

Cordasco Financial Network’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
2019
Q2 		– Sell
-126
Closed -$5K – 527
2019
Q1 		$5K Hold
126
– – 0.01% 372
2018
Q4 		$4K Buy
+126
New +$5.32K ﹤0.01% 324
2018
Q3 		– Sell
-41
Closed -$2K – 408
2018
Q2 		$2K Buy
+41
New +$2.26K ﹤0.01% 369

Other funds holding EV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Cordasco Financial Network's EV Position: Q2 2019 in Review

Cordasco Financial Network sold out of Eaton Vance Corp. (EV) in Q2 2019, closing a stake of 126 shares — an estimated $5K sold.

Cordasco Financial Network first reported a position in EV in Q2 2018 and held it in 3 quarters. The position peaked at $5K in Q1 2019. 352 funds tracked by Wall St. Rank hold EV as of Q2 2019.

  • Cordasco Financial Network reported no remaining Eaton Vance Corp. position as of Q2 2019 after selling out during the quarter.
  • Cordasco Financial Network sold 126 Eaton Vance Corp. shares in Q2 2019, an estimated $5K.
  • Cordasco Financial Network first reported a position in Eaton Vance Corp. in Q2 2018 and held it in 3 quarters.
  • Cordasco Financial Network's Eaton Vance Corp. position peaked at $5K in Q1 2019.
  • 352 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q2 2019.

Based on Cordasco Financial Network's 13F filing for Q2 2019, filed 10 Jul 2019.