CSat Investment Advisory’s Eaton Vance Corp. EV Stock Holding History

CSat Investment Advisory’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
2020 Q4	–	Sell	-408	Closed	-$16K	–	1066
2020 Q3	$16K	Buy	408 +52	+15%	+$1.99K	﹤0.01%	939
2020 Q2	$14K	Sell	356 -6	-2%	-$218	﹤0.01%	963
2020 Q1	$12K	Buy	362 +68	+23%	+$2.88K	﹤0.01%	876
2019 Q4	$14K	Buy	294 +36	+14%	+$1.66K	﹤0.01%	904
2019 Q3	$12K	Buy	258 +36	+16%	+$1.56K	﹤0.01%	877
2019 Q2	$10K	Buy	+222	New	+$9.06K	﹤0.01%	894

Other funds holding EV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CSat Investment Advisory's EV Position: Q4 2020 in Review

CSat Investment Advisory sold out of Eaton Vance Corp. (EV) in Q4 2020, closing a stake of 408 shares — an estimated $16K sold.

CSat Investment Advisory first reported a position in EV in Q2 2019 and held it in 6 quarters. The position peaked at $16K in Q3 2020. 377 funds tracked by Wall St. Rank hold EV as of Q4 2020.

CSat Investment Advisory reported no remaining Eaton Vance Corp. position as of Q4 2020 after selling out during the quarter.
CSat Investment Advisory sold 408 Eaton Vance Corp. shares in Q4 2020, an estimated $16K.
CSat Investment Advisory first reported a position in Eaton Vance Corp. in Q2 2019 and held it in 6 quarters.
CSat Investment Advisory's Eaton Vance Corp. position peaked at $16K in Q3 2020.
377 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.