Elmwood Wealth Management’s Eaton Vance Corp. EV Stock Holding History

Elmwood Wealth 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
2020 Q2	–	Sell	-24	Closed	-$1.34K	–	363
2020 Q1	$1.34K	Buy	+24	New	+$1.02K	﹤0.01%	273
2019 Q1	–	Sell	-24	Closed	-$1K	–	308
2018 Q4	$1K	Hold	24	–	–	﹤0.01%	288
2018 Q3	$1.26K	Hold	24	–	–	﹤0.01%	269
2018 Q2	$1.25K	Hold	24	–	–	﹤0.01%	271
2018 Q1	$1.34K	Buy	+24	New	+$1.36K	﹤0.01%	273

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Elmwood Wealth Management's EV Position: Q2 2020 in Review

Elmwood Wealth Management sold out of Eaton Vance Corp. (EV) in Q2 2020, closing a stake of 24 shares — an estimated $1.34K sold.

Elmwood Wealth Management first reported a position in EV in Q1 2018 and held it in 5 quarters. The position peaked at $1.34K in Q1 2020. 337 funds tracked by Wall St. Rank hold EV as of Q2 2020.

Elmwood Wealth Management reported no remaining Eaton Vance Corp. position as of Q2 2020 after selling out during the quarter.
Elmwood Wealth Management sold 24 Eaton Vance Corp. shares in Q2 2020, an estimated $1.34K.
Elmwood Wealth Management first reported a position in Eaton Vance Corp. in Q1 2018 and held it in 5 quarters.
Elmwood Wealth Management's Eaton Vance Corp. position peaked at $1.34K in Q1 2020.
337 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.