Gideon Capital Advisors’s Eaton Vance Corp. EV Stock Holding History

Gideon Capital 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
2019 Q2	–	Sell	-6,492	Closed	-$262K	–	479
2019 Q1	$262K	Buy	+6,492	New	+$258K	0.09%	304
2018 Q3	–	Sell	-4,448	Closed	-$232K	–	530
2018 Q2	$232K	Buy	+4,448	New	+$245K	0.12%	313
2014 Q4	–	Sell	-9,436	Closed	-$356K	–	335
2014 Q3	$356K	Buy	9,436 +3,261	+53%	+$122K	0.14%	191
2014 Q2	$233K	Sell	6,175 -1,693	-22%	-$62.5K	0.08%	220
2014 Q1	$300K	Buy	+7,868	New	+$303K	0.17%	158

Other funds holding EV

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Gideon Capital Advisors's EV Position: Q2 2019 in Review

Gideon Capital Advisors sold out of Eaton Vance Corp. (EV) in Q2 2019, closing a stake of 6,492 shares — an estimated $262K sold.

Gideon Capital Advisors first reported a position in EV in Q1 2014 and held it in 5 quarters. The position peaked at $356K in Q3 2014. 352 funds tracked by Wall St. Rank hold EV as of Q2 2019.

Gideon Capital Advisors reported no remaining Eaton Vance Corp. position as of Q2 2019 after selling out during the quarter.
Gideon Capital Advisors sold 6,492 Eaton Vance Corp. shares in Q2 2019, an estimated $262K.
Gideon Capital Advisors first reported a position in Eaton Vance Corp. in Q1 2014 and held it in 5 quarters.
Gideon Capital Advisors's Eaton Vance Corp. position peaked at $356K in Q3 2014.
352 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q2 2019.

Based on Gideon Capital Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.