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

Evercore 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
2019 Q3	–	Sell	-8,083	Closed	-$349K	–	427
2019 Q2	$349K	Hold	8,083	–	–	0.01%	321
2019 Q1	$326K	Hold	8,083	–	–	0.01%	320
2018 Q4	$284K	Sell	8,083 -685	-8%	-$28.9K	0.01%	318
2018 Q3	$461K	Buy	8,768 +768	+10%	+$40.7K	0.01%	284
2018 Q2	$418K	Hold	8,000	–	–	0.01%	287
2018 Q1	$445K	Sell	8,000 -2,000	-20%	-$114K	0.02%	259
2017 Q4	$564K	Hold	10,000	–	–	0.02%	244
2017 Q3	$494K	Hold	10,000	–	–	0.02%	252
2017 Q2	$473K	Hold	10,000	–	–	0.02%	261
2017 Q1	$450K	Hold	10,000	–	–	0.02%	272
2016 Q4	$419K	Hold	10,000	–	–	0.02%	267
2016 Q3	$390K	Hold	10,000	–	–	0.02%	273
2016 Q2	$353K	Hold	10,000	–	–	0.02%	286
2016 Q1	$335K	Hold	10,000	–	–	0.01%	295
2015 Q4	$324K	Hold	10,000	–	–	0.02%	308
2015 Q3	$334K	Hold	10,000	–	–	0.02%	311
2015 Q2	$391K	Hold	10,000	–	–	0.02%	305
2015 Q1	$416K	Sell	10,000 -2,106	-17%	-$87.2K	0.02%	303
2014 Q4	$496K	Hold	12,106	–	–	0.02%	238
2014 Q3	$456K	Hold	12,106	–	–	0.02%	274
2014 Q2	$457K	Hold	12,106	–	–	0.02%	280
2014 Q1	$462K	Hold	12,106	–	–	0.03%	267
2013 Q4	$518K	Hold	12,106	–	–	0.03%	254
2013 Q3	$470K	Hold	12,106	–	–	0.03%	283
2013 Q2	$455K	Buy	+12,106	New	+$487K	0.03%	289

Other funds holding EV

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

Evercore Wealth Management's EV Position: Q3 2019 in Review

Evercore Wealth Management sold out of Eaton Vance Corp. (EV) in Q3 2019, closing a stake of 8,083 shares — an estimated $349K sold.

Evercore Wealth Management first reported a position in EV in Q2 2013 and held it in 25 quarters. The position peaked at $564K in Q4 2017. 346 funds tracked by Wall St. Rank hold EV as of Q3 2019.

Evercore Wealth Management reported no remaining Eaton Vance Corp. position as of Q3 2019 after selling out during the quarter.
Evercore Wealth Management sold 8,083 Eaton Vance Corp. shares in Q3 2019, an estimated $349K.
Evercore Wealth Management first reported a position in Eaton Vance Corp. in Q2 2013 and held it in 25 quarters.
Evercore Wealth Management's Eaton Vance Corp. position peaked at $564K in Q4 2017.
346 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2019.

Based on Evercore Wealth Management's 13F filing for Q3 2019, filed 14 Nov 2019.