IA
EV

IFG Advisory’s Eaton Vance Corp. EV Stock Holding History

IFG 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
-18,905
Closed -$1.28M – 494
2020
Q4 		$1.28M Sell
18,905
-3,954
-17% -$247K 0.18% 143
2020
Q3 		$872K Buy
22,859
+6,207
+37% +$237K 0.14% 173
2020
Q2 		$642K Buy
16,652
+311
+2% +$11.3K 0.12% 197
2020
Q1 		$527K Buy
16,341
+2,358
+17% +$100K 0.12% 186
2019
Q4 		$652K Sell
13,983
-861
-6% -$39.8K 0.12% 198
2019
Q3 		$666K Sell
14,844
-4,400
-23% -$190K 0.13% 186
2019
Q2 		$687K Buy
19,244
+1,328
+7% +$54.2K 0.12% 168
2019
Q1 		$621K Buy
17,916
+2,915
+19% +$116K 0.12% 167
2018
Q4 		$451K Buy
15,001
+1,409
+10% +$59.5K 0.11% 187
2018
Q3 		$535K Buy
13,592
+3,777
+38% +$200K 0.1% 196
2018
Q2 		$309K Sell
9,815
-1,000
-9% -$55.1K 0.06% 264
2018
Q1 		$336K Buy
10,815
+741
+7% +$42.1K 0.07% 250
2017
Q4 		$350K Buy
+10,074
New +$533K 0.08% 236

Other funds holding EV

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

IFG Advisory's EV Position: Q1 2021 in Review

IFG Advisory sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 18,905 shares — an estimated $1.28M sold.

IFG Advisory first reported a position in EV in Q4 2017 and held it in 13 quarters. The position peaked at $1.28M in Q4 2020. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

  • IFG Advisory reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
  • IFG Advisory sold 18,905 Eaton Vance Corp. shares in Q1 2021, an estimated $1.28M.
  • IFG Advisory first reported a position in Eaton Vance Corp. in Q4 2017 and held it in 13 quarters.
  • IFG Advisory's Eaton Vance Corp. position peaked at $1.28M in Q4 2020.
  • 1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on IFG Advisory's 13F filing for Q1 2021, filed 19 Apr 2021.