Essex Financial Services’s Eaton Vance Corp. EV Stock Holding History

Essex Financial Services’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
2018 Q2	–	Sell	-10,000	Closed	-$68K	–	358
2018 Q1	$68K	Buy	+10,000	New	+$568K	0.01%	352

Other funds holding EV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Essex Financial Services's EV Position: Q2 2018 in Review

Essex Financial Services sold out of Eaton Vance Corp. (EV) in Q2 2018, closing a stake of 10,000 shares — an estimated $68K sold.

Essex Financial Services first reported a position in EV in Q1 2018 and held it in 1 quarter. The position peaked at $68K in Q1 2018. 371 funds tracked by Wall St. Rank hold EV as of Q2 2018.

Essex Financial Services reported no remaining Eaton Vance Corp. position as of Q2 2018 after selling out during the quarter.
Essex Financial Services sold 10,000 Eaton Vance Corp. shares in Q2 2018, an estimated $68K.
Essex Financial Services first reported a position in Eaton Vance Corp. in Q1 2018 and held it in 1 quarter.
Essex Financial Services's Eaton Vance Corp. position peaked at $68K in Q1 2018.
371 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q2 2018.

Based on Essex Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.