IFP Advisors’s Eaton Vance Corp. EV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,369
| Closed | -$97.3K | – | 3319 |
|
|
2020
Q4 | $95K | Buy |
1,369
+6
| +0.4% | +$375 | ﹤0.01% | 1161 |
|
|
2020
Q3 | $51K | Sell |
1,363
-16
| -1% | -$612 | ﹤0.01% | 1289 |
|
|
2020
Q2 | $50K | Sell |
1,379
-677
| -33% | -$24.6K | ﹤0.01% | 1224 |
|
|
2020
Q1 | $68K | Sell |
2,056
-347
| -14% | -$14.7K | 0.01% | 989 |
|
|
2019
Q4 | $114K | Sell |
2,403
-1,195
| -33% | -$55.3K | 0.01% | 881 |
|
|
2019
Q3 | $156K | Buy |
+3,598
| New | +$156K | 0.01% | 861 |
|
|
2019
Q1 | $110K | Sell |
2,742
-2,171
| -44% | -$86.1K | 0.02% | 655 |
|
|
2018
Q4 | $170K | Buy |
4,913
+404
| +9% | +$17.1K | 0.01% | 931 |
|
|
2018
Q3 | $237K | Buy |
4,509
+1,523
| +51% | +$80.7K | 0.01% | 987 |
|
|
2018
Q2 | $156K | Buy |
2,986
+629
| +27% | +$34.6K | 0.01% | 1215 |
|
|
2018
Q1 | $133K | Hold |
2,357
| – | – | 0.01% | 1213 |
|
|
2017
Q4 | $133K | Sell |
2,357
-1,140
| -33% | -$60.3K | 0.01% | 1222 |
|
|
2017
Q3 | $173K | Sell |
3,497
-5
| -0.1% | -$239 | 0.01% | 1229 |
|
|
2017
Q2 | $166K | Sell |
3,502
-10
| -0.3% | -$455 | 0.01% | 1237 |
|
|
2017
Q1 | $158K | Sell |
3,512
-35
| -1% | -$1.55K | 0.01% | 1238 |
|
|
2016
Q4 | $149K | Buy |
3,547
+39
| +1% | +$1.53K | 0.01% | 1204 |
|
|
2016
Q3 | $137K | Sell |
3,508
-18
| -0.5% | -$689 | 0.01% | 1189 |
|
|
2016
Q2 | $125K | Buy |
3,526
+784
| +29% | +$27.5K | 0.01% | 1216 |
|
|
2016
Q1 | $110K | Buy |
2,742
+7
| +0.3% | +$208 | 0.02% | 655 |
|
|
2015
Q4 | $89K | Buy |
+2,735
| New | +$95.9K | 0.01% | 1248 |
|
Other funds holding EV
IFP Advisors's EV Position: Q1 2021 in Review
IFP Advisors sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 1,369 shares — an estimated $97.3K sold.
IFP Advisors first reported a position in EV in Q4 2015 and held it in 20 quarters. The position peaked at $237K in Q3 2018. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.
- IFP Advisors reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
- IFP Advisors sold 1,369 Eaton Vance Corp. shares in Q1 2021, an estimated $97.3K.
- IFP Advisors first reported a position in Eaton Vance Corp. in Q4 2015 and held it in 20 quarters.
- IFP Advisors's Eaton Vance Corp. position peaked at $237K in Q3 2018.
- 1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.
Based on IFP Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.