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Eaton Vance Management’s Barron's 400 ETF BFOR Stock Holding History

Eaton Vance Management’s Portfolio BFOR Stock Details BFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-3,380
Closed – – 2815
2021
Q3 		$0 Hold
3,380
– – ﹤0.01% 2063
2021
Q2 		$50K Buy
+3,380
New +$49.5K ﹤0.01% 2151

Other funds holding BFOR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
9WM
9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return
BAM
Bosun Asset Management Chicago, Illinois $186M AUM 42.41% 1-Year Est. Return
RWA
Redmont Wealth Advisors Chicago, Illinois $66M AUM 13.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Eaton Vance Management's BFOR Position: Q4 2021 in Review

Eaton Vance Management sold out of Barron's 400 ETF (BFOR) in Q4 2021, closing a stake of 3,380 shares.

Eaton Vance Management first reported a position in BFOR in Q2 2021 and held it in 2 quarters. The position peaked at $50K in Q2 2021. 28 funds tracked by Wall St. Rank hold BFOR as of Q4 2021.

  • Eaton Vance Management reported no remaining Barron's 400 ETF position as of Q4 2021 after selling out during the quarter.
  • Eaton Vance Management sold 3,380 Barron's 400 ETF shares in Q4 2021.
  • Eaton Vance Management first reported a position in Barron's 400 ETF in Q2 2021 and held it in 2 quarters.
  • Eaton Vance Management's Barron's 400 ETF position peaked at $50K in Q2 2021.
  • 28 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q4 2021.

Based on Eaton Vance Management's 13F filing for Q4 2021, filed 14 Feb 2022.