Fiera Capital (Canada)’s Eaton Vance Corp. EV Stock Holding History

Fiera Capital (Canada)’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
2017 Q3	–	Sell	-17,825	Closed	-$843K	–	719
2017 Q2	$843K	Hold	17,825	–	–	﹤0.01%	461
2017 Q1	$801K	Hold	17,825	–	–	﹤0.01%	466
2016 Q4	$747K	Hold	17,825	–	–	﹤0.01%	607
2016 Q3	$696K	Sell	17,825 -67,900	-79%	-$2.6M	﹤0.01%	568
2016 Q2	$3.03M	Sell	85,725 -1,600	-2%	-$56.1K	0.02%	392
2016 Q1	$2.93M	Buy	87,325 +69,500	+390%	+$2.07M	0.02%	242
2015 Q4	$578K	Hold	17,825	–	–	﹤0.01%	472
2015 Q3	$596K	Hold	17,825	–	–	0.01%	415
2015 Q2	$697	Hold	17,825	–	–	﹤0.01%	421
2015 Q1	$742K	Hold	17,825	–	–	0.01%	391
2014 Q4	$730K	Hold	17,825	–	–	0.01%	399
2014 Q3	$673K	Buy	+17,825	New	+$669K	0.01%	410
2014 Q2	–	Sell	-17,825	Closed	-$680K	–	552
2014 Q1	$680K	Hold	17,825	–	–	0.01%	432
2013 Q4	$763K	Buy	+17,825	New	+$736K	0.01%	424

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

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 $544B AUM 28.31% 1-Year Est. Return

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

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Fiera Capital (Canada)'s EV Position: Q3 2017 in Review

Fiera Capital (Canada) sold out of Eaton Vance Corp. (EV) in Q3 2017, closing a stake of 17,825 shares — an estimated $843K sold.

Fiera Capital (Canada) first reported a position in EV in Q4 2013 and held it in 14 quarters. The position peaked at $3.03M in Q2 2016. 347 funds tracked by Wall St. Rank hold EV as of Q3 2017.

Fiera Capital (Canada) reported no remaining Eaton Vance Corp. position as of Q3 2017 after selling out during the quarter.
Fiera Capital (Canada) sold 17,825 Eaton Vance Corp. shares in Q3 2017, an estimated $843K.
Fiera Capital (Canada) first reported a position in Eaton Vance Corp. in Q4 2013 and held it in 14 quarters.
Fiera Capital (Canada)'s Eaton Vance Corp. position peaked at $3.03M in Q2 2016.
347 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2017.

Based on Fiera Capital (Canada)'s 13F filing for Q3 2017, filed 13 Nov 2017.