FM
EV

Foster & Motley’s Eaton Vance Corp. EV Stock Holding History

Foster & Motley’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
2021
Q1 		– Sell
-15,477
Closed -$1.05M – 306
2020
Q4 		$1.05M Sell
15,477
-10,144
-40% -$634K 0.1% 169
2020
Q3 		$977K Buy
25,621
+1,538
+6% +$58.8K 0.12% 154
2020
Q2 		$930K Buy
+24,083
New +$877K 0.12% 150

Other funds holding EV

IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Foster & Motley's EV Position: Q1 2021 in Review

Foster & Motley sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 15,477 shares — an estimated $1.05M sold.

Foster & Motley first reported a position in EV in Q2 2020 and held it in 3 quarters. The position peaked at $1.05M in Q4 2020. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

  • Foster & Motley reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
  • Foster & Motley sold 15,477 Eaton Vance Corp. shares in Q1 2021, an estimated $1.05M.
  • Foster & Motley first reported a position in Eaton Vance Corp. in Q2 2020 and held it in 3 quarters.
  • Foster & Motley's Eaton Vance Corp. position peaked at $1.05M in Q4 2020.
  • 1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on Foster & Motley's 13F filing for Q1 2021, filed 26 Apr 2021.