FGAM
EV

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Gravity Asset Management's EV Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of Eaton Vance Corp. (EV) in Q4 2019, closing a stake of 57 shares — an estimated $3K sold.

Financial Gravity Asset Management first reported a position in EV in Q1 2019 and held it in 3 quarters. The position peaked at $3K in Q3 2019. 371 funds tracked by Wall St. Rank hold EV as of Q4 2019.

  • Financial Gravity Asset Management reported no remaining Eaton Vance Corp. position as of Q4 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 57 Eaton Vance Corp. shares in Q4 2019, an estimated $3K.
  • Financial Gravity Asset Management first reported a position in Eaton Vance Corp. in Q1 2019 and held it in 3 quarters.
  • Financial Gravity Asset Management's Eaton Vance Corp. position peaked at $3K in Q3 2019.
  • 371 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.