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EV

Grove Bank & Trust’s Eaton Vance Corp. EV Stock Holding History

Grove Bank & Trust’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
Q1 		– Sell
-470
Closed -$26K – 493
2017
Q4 		$26K Hold
470
– – 0.01% 359
2017
Q3 		$23K Buy
470
+200
+74% +$9.56K 0.01% 381
2017
Q2 		$13K Buy
+270
New +$12.3K 0.01% 440

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 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

Grove Bank & Trust's EV Position: Q1 2018 in Review

Grove Bank & Trust sold out of Eaton Vance Corp. (EV) in Q1 2018, closing a stake of 470 shares — an estimated $26K sold.

Grove Bank & Trust first reported a position in EV in Q2 2017 and held it in 3 quarters. The position peaked at $26K in Q4 2017. 361 funds tracked by Wall St. Rank hold EV as of Q1 2018.

  • Grove Bank & Trust reported no remaining Eaton Vance Corp. position as of Q1 2018 after selling out during the quarter.
  • Grove Bank & Trust sold 470 Eaton Vance Corp. shares in Q1 2018, an estimated $26K.
  • Grove Bank & Trust first reported a position in Eaton Vance Corp. in Q2 2017 and held it in 3 quarters.
  • Grove Bank & Trust's Eaton Vance Corp. position peaked at $26K in Q4 2017.
  • 361 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2018.

Based on Grove Bank & Trust's 13F filing for Q1 2018, filed 7 May 2018.