HIA
EV

Harbor Investment Advisory’s Eaton Vance Corp. EV Stock Holding History

Harbor Investment Advisory’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
2021
Q1 		– Sell
-1,772
Closed -$120K – 1336
2020
Q4 		$120K Buy
1,772
+522
+42% +$32.6K 0.02% 411
2020
Q3 		$48K Buy
1,250
+749
+150% +$28.6K 0.01% 511
2020
Q2 		$19K Hold
501
– – ﹤0.01% 657
2020
Q1 		$16K Buy
+501
New +$21.3K ﹤0.01% 631

Other funds holding EV

IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Harbor Investment Advisory's EV Position: Q1 2021 in Review

Harbor Investment Advisory sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 1,772 shares — an estimated $120K sold.

Harbor Investment Advisory first reported a position in EV in Q1 2020 and held it in 4 quarters. The position peaked at $120K in Q4 2020. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

  • Harbor Investment Advisory reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
  • Harbor Investment Advisory sold 1,772 Eaton Vance Corp. shares in Q1 2021, an estimated $120K.
  • Harbor Investment Advisory first reported a position in Eaton Vance Corp. in Q1 2020 and held it in 4 quarters.
  • Harbor Investment Advisory's Eaton Vance Corp. position peaked at $120K in Q4 2020.
  • 1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on Harbor Investment Advisory's 13F filing for Q1 2021, filed 16 Apr 2021.