FANJ
EV

Financial Architects (New Jersey)’s Eaton Vance Corp. EV Stock Holding History

Financial Architects (New Jersey)’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
2016
Q4 		– Sell
-55
Closed -$2K – 1537
2016
Q3 		$2K Sell
55
-330
-86% -$12.6K ﹤0.01% 1369
2016
Q2 		$14K Hold
385
– – ﹤0.01% 892
2016
Q1 		$13K Buy
+385
New +$11.5K ﹤0.01% 694
2015
Q3 		– Sell
-330
Closed -$13K – 1027
2015
Q2 		$13K Buy
330
+72
+28% +$2.97K ﹤0.01% 745
2015
Q1 		$11K Buy
+258
New +$10.7K ﹤0.01% 704

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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Financial Architects (New Jersey)'s EV Position: Q4 2016 in Review

Financial Architects (New Jersey) sold out of Eaton Vance Corp. (EV) in Q4 2016, closing a stake of 55 shares — an estimated $2K sold.

Financial Architects (New Jersey) first reported a position in EV in Q1 2015 and held it in 5 quarters. The position peaked at $14K in Q2 2016. 347 funds tracked by Wall St. Rank hold EV as of Q4 2016.

  • Financial Architects (New Jersey) reported no remaining Eaton Vance Corp. position as of Q4 2016 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 55 Eaton Vance Corp. shares in Q4 2016, an estimated $2K.
  • Financial Architects (New Jersey) first reported a position in Eaton Vance Corp. in Q1 2015 and held it in 5 quarters.
  • Financial Architects (New Jersey)'s Eaton Vance Corp. position peaked at $14K in Q2 2016.
  • 347 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2016.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2016, filed 6 Feb 2017.