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

JFS 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
2020 Q4	–	Sell	-91	Closed	-$3K	–	650
2020 Q3	$3K	Hold	91	–	–	﹤0.01%	499
2020 Q2	$4K	Hold	91	–	–	﹤0.01%	458
2020 Q1	$3K	Hold	91	–	–	﹤0.01%	427
2019 Q4	$4K	Hold	91	–	–	﹤0.01%	427
2019 Q3	$4K	Hold	91	–	–	﹤0.01%	423
2019 Q2	$4K	Hold	91	–	–	﹤0.01%	415
2019 Q1	$4K	Hold	91	–	–	﹤0.01%	414
2018 Q4	$3K	Hold	91	–	–	﹤0.01%	420
2018 Q3	$5K	Hold	91	–	–	﹤0.01%	460
2018 Q2	$5K	Buy	+91	New	+$5.01K	﹤0.01%	410

Other funds holding EV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JFS Wealth Advisors's EV Position: Q4 2020 in Review

JFS Wealth Advisors sold out of Eaton Vance Corp. (EV) in Q4 2020, closing a stake of 91 shares — an estimated $3K sold.

JFS Wealth Advisors first reported a position in EV in Q2 2018 and held it in 10 quarters. The position peaked at $5K in Q3 2018. 377 funds tracked by Wall St. Rank hold EV as of Q4 2020.

JFS Wealth Advisors reported no remaining Eaton Vance Corp. position as of Q4 2020 after selling out during the quarter.
JFS Wealth Advisors sold 91 Eaton Vance Corp. shares in Q4 2020, an estimated $3K.
JFS Wealth Advisors first reported a position in Eaton Vance Corp. in Q2 2018 and held it in 10 quarters.
JFS Wealth Advisors's Eaton Vance Corp. position peaked at $5K in Q3 2018.
377 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2020.

Based on JFS Wealth Advisors's 13F filing for Q4 2020, filed 1 Feb 2021.