First Mercantile Trust’s Eaton Vance Corp. EV Stock Holding History

First Mercantile Trust’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 Q3	–	Sell	-475	Closed	-$18K	–	909
2020 Q2	$18K	Buy	+475	New	+$17.3K	﹤0.01%	825
2013 Q4	–	Sell	-14,800	Closed	-$575K	–	1204
2013 Q3	$575K	Sell	14,800 -800	-5%	-$31.8K	0.05%	530
2013 Q2	$586K	Buy	+15,600	New	+$627K	0.05%	497

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

First Mercantile Trust's EV Position: Q3 2020 in Review

First Mercantile Trust sold out of Eaton Vance Corp. (EV) in Q3 2020, closing a stake of 475 shares — an estimated $18K sold.

First Mercantile Trust first reported a position in EV in Q2 2013 and held it in 3 quarters. The position peaked at $586K in Q2 2013. 321 funds tracked by Wall St. Rank hold EV as of Q3 2020.

First Mercantile Trust reported no remaining Eaton Vance Corp. position as of Q3 2020 after selling out during the quarter.
First Mercantile Trust sold 475 Eaton Vance Corp. shares in Q3 2020, an estimated $18K.
First Mercantile Trust first reported a position in Eaton Vance Corp. in Q2 2013 and held it in 3 quarters.
First Mercantile Trust's Eaton Vance Corp. position peaked at $586K in Q2 2013.
321 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2020.

Based on First Mercantile Trust's 13F filing for Q3 2020, filed 12 Nov 2020.