GIA
EV

GHP Investment Advisors’s Eaton Vance Corp. EV Stock Holding History

GHP Investment Advisors’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
2018
Q2 		– Sell
-7,197
Closed -$401K – 305
2018
Q1 		$401K Sell
7,197
-247
-3% -$14K 0.06% 241
2017
Q4 		$420K Sell
7,444
-3,228
-30% -$171K 0.06% 239
2017
Q3 		$527K Sell
10,672
-11,370
-52% -$543K 0.08% 224
2017
Q2 		$1.04M Buy
22,042
+1,552
+8% +$70.6K 0.17% 166
2017
Q1 		$921K Buy
20,490
+2,393
+13% +$106K 0.16% 172
2016
Q4 		$758K Buy
18,097
+3,552
+24% +$140K 0.14% 180
2016
Q3 		$568K Buy
14,545
+1,343
+10% +$51.4K 0.12% 199
2016
Q2 		$467K Buy
13,202
+1,493
+13% +$52.4K 0.1% 211
2016
Q1 		$392K Buy
11,709
+252
+2% +$7.5K 0.09% 219
2015
Q4 		$372K Buy
11,457
+5,106
+80% +$179K 0.09% 220
2015
Q3 		$212K Sell
6,351
-459
-7% -$16.9K 0.05% 259
2015
Q2 		$262K Buy
6,810
+165
+2% +$6.8K 0.06% 238
2015
Q1 		$277K Buy
6,645
+650
+11% +$26.9K 0.07% 230
2014
Q4 		$245K Buy
+5,995
New +$236K 0.07% 238

Other funds holding EV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GHP Investment Advisors's EV Position: Q2 2018 in Review

GHP Investment Advisors sold out of Eaton Vance Corp. (EV) in Q2 2018, closing a stake of 7,197 shares — an estimated $401K sold.

GHP Investment Advisors first reported a position in EV in Q4 2014 and held it in 14 quarters. The position peaked at $1.04M in Q2 2017. 371 funds tracked by Wall St. Rank hold EV as of Q2 2018.

  • GHP Investment Advisors reported no remaining Eaton Vance Corp. position as of Q2 2018 after selling out during the quarter.
  • GHP Investment Advisors sold 7,197 Eaton Vance Corp. shares in Q2 2018, an estimated $401K.
  • GHP Investment Advisors first reported a position in Eaton Vance Corp. in Q4 2014 and held it in 14 quarters.
  • GHP Investment Advisors's Eaton Vance Corp. position peaked at $1.04M in Q2 2017.
  • 371 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q2 2018.

Based on GHP Investment Advisors's 13F filing for Q2 2018, filed 17 Aug 2018.