FFA
EV

Founders Financial Alliance’s Eaton Vance Corp. EV Stock Holding History

Founders Financial Alliance’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
-273
Closed -$11K – 1386
2020
Q3 		$11K Buy
+273
New +$10.4K 0.01% 749

Other funds holding EV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.7B AUM 97.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Founders Financial Alliance's EV Position: Q4 2020 in Review

Founders Financial Alliance sold out of Eaton Vance Corp. (EV) in Q4 2020, closing a stake of 273 shares — an estimated $11K sold.

Founders Financial Alliance first reported a position in EV in Q3 2020 and held it in 1 quarter. The position peaked at $11K in Q3 2020. 377 funds tracked by Wall St. Rank hold EV as of Q4 2020.

  • Founders Financial Alliance reported no remaining Eaton Vance Corp. position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 273 Eaton Vance Corp. shares in Q4 2020, an estimated $11K.
  • Founders Financial Alliance first reported a position in Eaton Vance Corp. in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Eaton Vance Corp. position peaked at $11K in Q3 2020.
  • 377 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.