JGIA
EV

Jackson Grant Investment Advisers’s Eaton Vance Corp. EV Stock Holding History

Jackson Grant Investment Advisers’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
-219
Closed -$15K – 397
2020
Q4 		$15K Buy
+219
New +$13.7K 0.01% 289

Other funds holding EV

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

Jackson Grant Investment Advisers's EV Position: Q1 2021 in Review

Jackson Grant Investment Advisers sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 219 shares — an estimated $15K sold.

Jackson Grant Investment Advisers first reported a position in EV in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

  • Jackson Grant Investment Advisers reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 219 Eaton Vance Corp. shares in Q1 2021, an estimated $15K.
  • Jackson Grant Investment Advisers first reported a position in Eaton Vance Corp. in Q4 2020 and held it in 1 quarter.
  • Jackson Grant Investment Advisers's Eaton Vance Corp. position peaked at $15K in Q4 2020.
  • 1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2021, filed 22 Apr 2021.