FCI
EV

Financial Counselors Inc’s Eaton Vance Corp. EV Stock Holding History

Financial Counselors Inc’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
2020
Q4 		– Sell
-55,709
Closed -$2.13M – 541
2020
Q3 		$2.13M Sell
55,709
-654
-1% -$25K 0.06% 230
2020
Q2 		$2.18M Buy
56,363
+2,107
+4% +$76.7K 0.07% 229
2020
Q1 		$1.75M Sell
54,256
-1,461
-3% -$62K 0.08% 200
2019
Q4 		$2.6M Sell
55,717
-46,465
-45% -$2.15M 0.09% 196
2019
Q3 		$4.59M Buy
102,182
+463
+0.5% +$20K 0.18% 148
2019
Q2 		$4.39M Buy
101,719
+2,834
+3% +$116K 0.18% 147
2019
Q1 		$3.99M Buy
98,885
+7,393
+8% +$293K 0.17% 151
2018
Q4 		$3.22M Sell
91,492
-24
-0% -$1.01K 0.16% 161
2018
Q3 		$4.81M Sell
91,516
-854
-0.9% -$45.2K 0.21% 138
2018
Q2 		$4.82M Sell
92,370
-210
-0.2% -$11.6K 0.22% 136
2018
Q1 		$5.15M Sell
92,580
-7,873
-8% -$447K 0.25% 134
2017
Q4 		$5.67M Sell
100,453
-647
-0.6% -$34.2K 0.26% 130
2017
Q3 		$4.99M Buy
101,100
+1,256
+1% +$60K 0.24% 134
2017
Q2 		$4.72M Buy
99,844
+513
+0.5% +$23.3K 0.23% 136
2017
Q1 		$4.47M Sell
99,331
-407
-0.4% -$18.1K 0.23% 141
2016
Q4 		$4.18M Buy
+99,738
New +$3.92M 0.22% 145
2016
Q2 		$3.55M Sell
100,375
-23
-0% -$807 0.21% 153
2016
Q1 		$3.37M Sell
100,398
-971
-1% -$28.9K 0.21% 161
2015
Q4 		$3.29M Sell
101,369
-4,776
-4% -$167K 0.21% 146
2015
Q3 		$3.55M Sell
106,145
-532
-0.5% -$19.6K 0.24% 135
2015
Q2 		$4.17M Buy
106,677
+52,751
+98% +$2.17M 0.27% 127
2015
Q1 		$2.25M Buy
53,926
+5,452
+11% +$226K 0.14% 187
2014
Q4 		$1.98M Sell
48,474
-13,689
-22% -$538K 0.13% 200
2014
Q3 		$2.35M Buy
+62,163
New +$2.33M 0.16% 176

Other funds holding EV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Counselors Inc's EV Position: Q4 2020 in Review

Financial Counselors Inc sold out of Eaton Vance Corp. (EV) in Q4 2020, closing a stake of 55,709 shares — an estimated $2.13M sold.

Financial Counselors Inc first reported a position in EV in Q3 2014 and held it in 24 quarters. The position peaked at $5.67M in Q4 2017. 377 funds tracked by Wall St. Rank hold EV as of Q4 2020.

  • Financial Counselors Inc reported no remaining Eaton Vance Corp. position as of Q4 2020 after selling out during the quarter.
  • Financial Counselors Inc sold 55,709 Eaton Vance Corp. shares in Q4 2020, an estimated $2.13M.
  • Financial Counselors Inc first reported a position in Eaton Vance Corp. in Q3 2014 and held it in 24 quarters.
  • Financial Counselors Inc's Eaton Vance Corp. position peaked at $5.67M in Q4 2017.
  • 377 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2020.

Based on Financial Counselors Inc's 13F filing for Q4 2020, filed 10 Feb 2021.