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

Frontier 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
2017 Q4	–	Sell	-98,000	Closed	-$4.84M	–	252
2017 Q3	$4.84M	Hold	98,000	–	–	0.4%	61
2017 Q2	$4.64M	Hold	98,000	–	–	0.44%	58
2017 Q1	$4.41M	Buy	+98,000	New	+$4.35M	0.43%	56
2016 Q3	–	Sell	-49,516	Closed	-$1.75M	–	214
2016 Q2	$1.75M	Sell	49,516 -11,484	-19%	-$403K	0.22%	87
2016 Q1	$0	Buy	+61,000	New	+$1.82M	﹤0.01%	189

Other funds holding EV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Frontier Investment Management's EV Position: Q4 2017 in Review

Frontier Investment Management sold out of Eaton Vance Corp. (EV) in Q4 2017, closing a stake of 98,000 shares — an estimated $4.84M sold.

Frontier Investment Management first reported a position in EV in Q1 2016 and held it in 5 quarters. The position peaked at $4.84M in Q3 2017. 374 funds tracked by Wall St. Rank hold EV as of Q4 2017.

Frontier Investment Management reported no remaining Eaton Vance Corp. position as of Q4 2017 after selling out during the quarter.
Frontier Investment Management sold 98,000 Eaton Vance Corp. shares in Q4 2017, an estimated $4.84M.
Frontier Investment Management first reported a position in Eaton Vance Corp. in Q1 2016 and held it in 5 quarters.
Frontier Investment Management's Eaton Vance Corp. position peaked at $4.84M in Q3 2017.
374 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2017.

Based on Frontier Investment Management's 13F filing for Q4 2017, filed 9 Feb 2018.