FT
EV

Fiduciary Trust’s Eaton Vance Corp. EV Stock Holding History

Fiduciary Trust’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
2021
Q1 		– Sell
-460,078
Closed -$31.3M – 613
2020
Q4 		$31.3M Sell
460,078
-156,703
-25% -$9.79M 0.65% 31
2020
Q3 		$23.5M Buy
616,781
+73
+0% +$2.79K 0.55% 37
2020
Q2 		$23.8M Hold
616,708
– – 0.59% 35
2020
Q1 		$19.9M Sell
616,708
-1,000
-0.2% -$42.4K 0.58% 39
2019
Q4 		$28.8M Buy
617,708
+16,541
+3% +$765K 0.67% 34
2019
Q3 		$27M Buy
601,167
+19,340
+3% +$837K 0.68% 34
2019
Q2 		$25.1M Hold
581,827
– – 0.66% 40
2019
Q1 		$23.5M Hold
581,827
– – 0.63% 41
2018
Q4 		$20.5M Sell
581,827
-402
-0.1% -$17K 0.63% 43
2018
Q3 		$30.6M Hold
582,229
– – 0.86% 27
2018
Q2 		$30.4M Sell
582,229
-222
-0% -$12.2K 0.92% 25
2018
Q1 		$32.4M Buy
582,451
+2,087
+0.4% +$118K 1% 23
2017
Q4 		$32.7M Hold
580,364
– – 0.97% 24
2017
Q3 		$28.7M Sell
580,364
-2,000
-0.3% -$95.6K 0.88% 32
2017
Q2 		$27.6M Sell
582,364
-351
-0.1% -$16K 0.84% 30
2017
Q1 		$26.2M Buy
582,715
+2,000
+0.3% +$88.7K 0.8% 32
2016
Q4 		$24.3M Sell
580,715
-2,833
-0.5% -$111K 0.79% 33
2016
Q3 		$22.8M Hold
583,548
– – 0.78% 32
2016
Q2 		$20.6M Buy
583,548
+47,864
+9% +$1.68M 0.72% 36
2016
Q1 		$18M Sell
535,684
-1,000
-0.2% -$29.8K 0.63% 47
2015
Q4 		$17.4M Hold
536,684
– – 0.74% 44
2015
Q3 		$17.9M Hold
536,684
– – 0.81% 40
2015
Q2 		$21M Buy
536,684
+5,535
+1% +$228K 0.87% 35
2015
Q1 		$22.1M Buy
531,149
+518,824
+4,210% +$21.5M 0.92% 29
2014
Q4 		$505K Buy
12,325
+1,000
+9% +$39.3K 0.02% 254
2014
Q3 		$428K Hold
11,325
– – 0.02% 252
2014
Q2 		$428K Buy
11,325
+1,000
+10% +$36.9K 0.02% 253
2014
Q1 		$394K Hold
10,325
– – 0.02% 251
2013
Q4 		$442K Hold
10,325
– – 0.02% 234
2013
Q3 		$401K Hold
10,325
– – 0.02% 235
2013
Q2 		$388K Buy
+10,325
New +$415K 0.02% 237

Other funds holding EV

IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Fiduciary Trust's EV Position: Q1 2021 in Review

Fiduciary Trust sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 460,078 shares — an estimated $31.3M sold.

Fiduciary Trust first reported a position in EV in Q2 2013 and held it in 31 quarters. The position peaked at $32.7M in Q4 2017. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

  • Fiduciary Trust reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
  • Fiduciary Trust sold 460,078 Eaton Vance Corp. shares in Q1 2021, an estimated $31.3M.
  • Fiduciary Trust first reported a position in Eaton Vance Corp. in Q2 2013 and held it in 31 quarters.
  • Fiduciary Trust's Eaton Vance Corp. position peaked at $32.7M in Q4 2017.
  • 1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on Fiduciary Trust's 13F filing for Q1 2021, filed 19 May 2021.