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EV

FDx Advisors’s Eaton Vance Corp. EV Stock Holding History

FDx Advisors’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
2015
Q3 		– Sell
-6,546
Closed -$256K – 923
2015
Q2 		$256K Buy
+6,546
New +$270K 0.01% 809
2015
Q1 		– Sell
-5,474
Closed -$224K – 1949
2014
Q4 		$224K Sell
5,474
-7,830
-59% -$308K 0.01% 826
2014
Q3 		$502K Sell
13,304
-3,570
-21% -$134K 0.03% 587
2014
Q2 		$638K Buy
16,874
+6,524
+63% +$241K 0.04% 496
2014
Q1 		$395K Sell
10,350
-9,426
-48% -$363K 0.03% 513
2013
Q4 		$846K Buy
19,776
+1,512
+8% +$62.4K 0.08% 229
2013
Q3 		$709K Buy
18,264
+1,526
+9% +$60.7K 0.08% 220
2013
Q2 		$629K Buy
+16,738
New +$673K 0.08% 214

Other funds holding EV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 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
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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

FDx Advisors's EV Position: Q3 2015 in Review

FDx Advisors sold out of Eaton Vance Corp. (EV) in Q3 2015, closing a stake of 6,546 shares — an estimated $256K sold.

FDx Advisors first reported a position in EV in Q2 2013 and held it in 8 quarters. The position peaked at $846K in Q4 2013. 293 funds tracked by Wall St. Rank hold EV as of Q3 2015.

  • FDx Advisors reported no remaining Eaton Vance Corp. position as of Q3 2015 after selling out during the quarter.
  • FDx Advisors sold 6,546 Eaton Vance Corp. shares in Q3 2015, an estimated $256K.
  • FDx Advisors first reported a position in Eaton Vance Corp. in Q2 2013 and held it in 8 quarters.
  • FDx Advisors's Eaton Vance Corp. position peaked at $846K in Q4 2013.
  • 293 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2015.

Based on FDx Advisors's 13F filing for Q3 2015, filed 16 Nov 2015.