GI
EV

Gradient Investments’s Eaton Vance Corp. EV Stock Holding History

Gradient Investments’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
Q4 		– Sell
-33
Closed -$1K – 823
2016
Q3 		$1K Buy
+33
New +$1.26K ﹤0.01% 686
2015
Q2 		– Sell
-123
Closed -$5K – 735
2015
Q1 		$5K Buy
+123
New +$5.09K ﹤0.01% 488
2014
Q1 		– Sell
-75
Closed -$3K – 658
2013
Q4 		$3K Buy
+75
New +$3.1K ﹤0.01% 488

Other funds holding EV

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Gradient Investments's EV Position: Q4 2016 in Review

Gradient Investments sold out of Eaton Vance Corp. (EV) in Q4 2016, closing a stake of 33 shares — an estimated $1K sold.

Gradient Investments first reported a position in EV in Q4 2013 and held it in 3 quarters. The position peaked at $5K in Q1 2015. 347 funds tracked by Wall St. Rank hold EV as of Q4 2016.

  • Gradient Investments reported no remaining Eaton Vance Corp. position as of Q4 2016 after selling out during the quarter.
  • Gradient Investments sold 33 Eaton Vance Corp. shares in Q4 2016, an estimated $1K.
  • Gradient Investments first reported a position in Eaton Vance Corp. in Q4 2013 and held it in 3 quarters.
  • Gradient Investments's Eaton Vance Corp. position peaked at $5K in Q1 2015.
  • 347 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2016.

Based on Gradient Investments's 13F filing for Q4 2016, filed 17 Jan 2017.