CC
EV

Curian Capital’s Eaton Vance Corp. EV Stock Holding History

Curian Capital’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
2016
Q1 		– Sell
-7,334
Closed -$238K – 416
2015
Q4 		$238K Sell
7,334
-16,117
-69% -$565K 0.02% 433
2015
Q3 		$784K Sell
23,451
-8,506
-27% -$313K 0.02% 416
2015
Q2 		$1.25M Sell
31,957
-81
-0.3% -$3.34K 0.02% 422
2015
Q1 		$1.33M Buy
32,038
+1,593
+5% +$65.9K 0.02% 405
2014
Q4 		$1.25M Buy
30,445
+719
+2% +$28.3K 0.02% 393
2014
Q3 		$1.12M Sell
29,726
-189
-0.6% -$7.09K 0.02% 405
2014
Q2 		$1.13M Buy
29,915
+302
+1% +$11.2K 0.02% 406
2014
Q1 		$1.13M Buy
29,613
+1,604
+6% +$61.8K 0.02% 407
2013
Q4 		$1.2M Buy
28,009
+3,315
+13% +$137K 0.02% 373
2013
Q3 		$959K Buy
24,694
+1,721
+7% +$68.5K 0.02% 406
2013
Q2 		$864K Buy
+22,973
New +$924K 0.02% 410

Other funds holding EV

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Curian Capital's EV Position: Q1 2016 in Review

Curian Capital sold out of Eaton Vance Corp. (EV) in Q1 2016, closing a stake of 7,334 shares — an estimated $238K sold.

Curian Capital first reported a position in EV in Q2 2013 and held it in 11 quarters. The position peaked at $1.33M in Q1 2015. 298 funds tracked by Wall St. Rank hold EV as of Q1 2016.

  • Curian Capital reported no remaining Eaton Vance Corp. position as of Q1 2016 after selling out during the quarter.
  • Curian Capital sold 7,334 Eaton Vance Corp. shares in Q1 2016, an estimated $238K.
  • Curian Capital first reported a position in Eaton Vance Corp. in Q2 2013 and held it in 11 quarters.
  • Curian Capital's Eaton Vance Corp. position peaked at $1.33M in Q1 2015.
  • 298 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2016.

Based on Curian Capital's 13F filing for Q1 2016.