Financial Gravity Asset Management’s Eaton Vance Corp. EV Stock Holding History

Financial Gravity Asset Management’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 Q2	–	Sell	-4	Closed	-$142	–	1038
2020 Q1	$142	Buy	+4	New	+$170	﹤0.01%	823
2019 Q4	–	Sell	-57	Closed	-$3K	–	1804
2019 Q3	$3K	Hold	57	–	–	﹤0.01%	850
2019 Q2	$2K	Hold	57	–	–	﹤0.01%	976
2019 Q1	$2K	Buy	+57	New	+$2.26K	﹤0.01%	1012

Other funds holding EV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Gravity Asset Management's EV Position: Q2 2020 in Review

Financial Gravity Asset Management sold out of Eaton Vance Corp. (EV) in Q2 2020, closing a stake of 4 shares — an estimated $142 sold.

Financial Gravity Asset Management first reported a position in EV in Q1 2019 and held it in 4 quarters. The position peaked at $3K in Q3 2019. 337 funds tracked by Wall St. Rank hold EV as of Q2 2020.

Financial Gravity Asset Management reported no remaining Eaton Vance Corp. position as of Q2 2020 after selling out during the quarter.
Financial Gravity Asset Management sold 4 Eaton Vance Corp. shares in Q2 2020, an estimated $142.
Financial Gravity Asset Management first reported a position in Eaton Vance Corp. in Q1 2019 and held it in 4 quarters.
Financial Gravity Asset Management's Eaton Vance Corp. position peaked at $3K in Q3 2019.
337 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q2 2020.

Based on Financial Gravity Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.