Howe & Rusling’s Eaton Vance Corp. EV Stock Holding History

Howe & Rusling’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	-437	Closed	-$30K	–	1051
2020 Q4	$30K	Buy	+437	New	+$27.3K	﹤0.01%	335
2014 Q3	–	Sell	-229	Closed	-$9K	–	962
2014 Q2	$9K	Sell	229 -30	-12%	-$1.11K	﹤0.01%	516
2014 Q1	$10K	Hold	259	–	–	﹤0.01%	567
2013 Q4	$11K	Hold	259	–	–	﹤0.01%	488
2013 Q3	$10K	Hold	259	–	–	﹤0.01%	602
2013 Q2	$10K	Buy	+259	New	+$10.4K	﹤0.01%	628

Other funds holding EV

IAIM

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

Howe & Rusling's EV Position: Q1 2021 in Review

Howe & Rusling sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 437 shares — an estimated $30K sold.

Howe & Rusling first reported a position in EV in Q2 2013 and held it in 6 quarters. The position peaked at $30K in Q4 2020. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

Howe & Rusling reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
Howe & Rusling sold 437 Eaton Vance Corp. shares in Q1 2021, an estimated $30K.
Howe & Rusling first reported a position in Eaton Vance Corp. in Q2 2013 and held it in 6 quarters.
Howe & Rusling's Eaton Vance Corp. position peaked at $30K in Q4 2020.
1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on Howe & Rusling's 13F filing for Q1 2021, filed 13 May 2021.