Heritage Wealth Advisors’s Eaton Vance Corp. EV Stock Holding History

Heritage Wealth 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
2021 Q1	–	Sell	-629	Closed	-$43K	–	598
2020 Q4	$43K	Sell	629 -441	-41%	-$27.5K	﹤0.01%	339
2020 Q3	$40.8K	Hold	1,070	–	–	0.01%	284
2020 Q2	$41.3K	Sell	1,070 -2,620	-71%	-$95.4K	0.01%	270
2020 Q1	$119K	Buy	+3,690	New	+$157K	0.02%	176

Other funds holding EV

IAIM

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

Heritage Wealth Advisors's EV Position: Q1 2021 in Review

Heritage Wealth Advisors sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 629 shares — an estimated $43K sold.

Heritage Wealth Advisors first reported a position in EV in Q1 2020 and held it in 4 quarters. The position peaked at $119K in Q1 2020. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

Heritage Wealth Advisors reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
Heritage Wealth Advisors sold 629 Eaton Vance Corp. shares in Q1 2021, an estimated $43K.
Heritage Wealth Advisors first reported a position in Eaton Vance Corp. in Q1 2020 and held it in 4 quarters.
Heritage Wealth Advisors's Eaton Vance Corp. position peaked at $119K in Q1 2020.
1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on Heritage Wealth Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.