FIM
EV

Freedom Investment Management’s Eaton Vance Corp. EV Stock Holding History

Freedom Investment 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
2016
Q1 		– Sell
-23,018
Closed -$746K – 905
2015
Q4 		$746K Buy
23,018
+14,768
+179% +$518K 0.06% 276
2015
Q3 		$550K Sell
8,250
-11,003
-57% -$405K 0.06% 295
2015
Q2 		$753K Buy
19,253
+805
+4% +$33.2K 0.08% 223
2015
Q1 		$768K Buy
18,448
+410
+2% +$17K 0.08% 193
2014
Q4 		$738K Buy
18,038
+4,303
+31% +$169K 0.1% 193
2014
Q3 		$518K Buy
+13,735
New +$516K 0.09% 234

Other funds holding EV

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.03% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Freedom Investment Management's EV Position: Q1 2016 in Review

Freedom Investment Management sold out of Eaton Vance Corp. (EV) in Q1 2016, closing a stake of 23,018 shares — an estimated $746K sold.

Freedom Investment Management first reported a position in EV in Q3 2014 and held it in 6 quarters. The position peaked at $768K in Q1 2015. 298 funds tracked by Wall St. Rank hold EV as of Q1 2016.

  • Freedom Investment Management reported no remaining Eaton Vance Corp. position as of Q1 2016 after selling out during the quarter.
  • Freedom Investment Management sold 23,018 Eaton Vance Corp. shares in Q1 2016, an estimated $746K.
  • Freedom Investment Management first reported a position in Eaton Vance Corp. in Q3 2014 and held it in 6 quarters.
  • Freedom Investment Management's Eaton Vance Corp. position peaked at $768K in Q1 2015.
  • 298 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2016.

Based on Freedom Investment Management's 13F filing for Q1 2016, filed 8 Apr 2016.