G
EV

GlobalBridge’s Eaton Vance Corp. EV Stock Holding History

GlobalBridge’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
2014
Q1 		$589K Buy
15,436
+417
+3% +$16.1K 0.27% 143
2013
Q4 		$643K Sell
15,019
-421
-3% -$17.4K 0.32% 121
2013
Q3 		$600K Sell
15,440
-738
-5% -$29.4K 0.32% 129
2013
Q2 		$608K Buy
+16,178
New +$651K 0.33% 117

Other funds holding EV

IIS
Ignis Investment Services Edinburgh, United Kingdom $29.9B AUM
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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 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
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

GlobalBridge's EV Position: Q1 2014 in Review

GlobalBridge increased its Eaton Vance Corp. (EV) stake by 2.8% in Q1 2014, buying an estimated $16.1K and bringing the position to 15,436 shares worth $589K. The position accounts for 0.27% of the portfolio, ranked #143.

GlobalBridge first reported a position in EV in Q2 2013 and has held it in 4 quarters since. The position peaked at $643K in Q4 2013. 293 funds tracked by Wall St. Rank hold EV as of Q1 2014.

  • GlobalBridge held 15,436 shares of Eaton Vance Corp. worth $589K as of Q1 2014.
  • GlobalBridge bought 417 Eaton Vance Corp. shares in Q1 2014, an estimated $16.1K.
  • Eaton Vance Corp. made up 0.27% of GlobalBridge's portfolio in Q1 2014, its #143 holding.
  • GlobalBridge first reported a position in Eaton Vance Corp. in Q2 2013 and has held it in 4 quarters since.
  • GlobalBridge's Eaton Vance Corp. position peaked at $643K in Q4 2013.
  • 293 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2014.

Based on GlobalBridge's 13F filing for Q1 2014, filed 8 Apr 2014.