IWA
EV

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

Intercontinental 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
2019
Q2 		– Sell
-701
Closed -$28K – 440
2019
Q1 		$28K Hold
701
– – 0.01% 272
2018
Q4 		$25K Buy
+701
New +$29.6K 0.01% 281

Other funds holding EV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Intercontinental Wealth Advisors's EV Position: Q2 2019 in Review

Intercontinental Wealth Advisors sold out of Eaton Vance Corp. (EV) in Q2 2019, closing a stake of 701 shares — an estimated $28K sold.

Intercontinental Wealth Advisors first reported a position in EV in Q4 2018 and held it in 2 quarters. The position peaked at $28K in Q1 2019. 352 funds tracked by Wall St. Rank hold EV as of Q2 2019.

  • Intercontinental Wealth Advisors reported no remaining Eaton Vance Corp. position as of Q2 2019 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 701 Eaton Vance Corp. shares in Q2 2019, an estimated $28K.
  • Intercontinental Wealth Advisors first reported a position in Eaton Vance Corp. in Q4 2018 and held it in 2 quarters.
  • Intercontinental Wealth Advisors's Eaton Vance Corp. position peaked at $28K in Q1 2019.
  • 352 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q2 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2019, filed 2 Aug 2019.