Jupiter Investment Management’s Eaton Vance Corp. EV Stock Holding History

Jupiter Investment Management’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
2018 Q1	–	Sell	-125,166	Closed	-$7.06M	–	456
2017 Q4	$7.06M	Sell	125,166 -384,781	-75%	-$20.4M	0.07%	169
2017 Q3	$25.2M	Buy	509,947 +162,436	+47%	+$7.76M	0.26%	103
2017 Q2	$16.4M	Buy	347,511 +222,268	+177%	+$10.1M	0.2%	112
2017 Q1	$5.63M	Buy	+125,243	New	+$5.55M	0.08%	155
2016 Q1	–	Sell	-4,455	Closed	-$144K	–	538
2015 Q4	$144K	Sell	4,455 -972	-18%	-$34.1K	﹤0.01%	230
2015 Q3	$181K	Sell	5,427 -118,377	-96%	-$4.35M	0.01%	285
2015 Q2	$4.84M	Buy	123,804 +88,834	+254%	+$3.66M	0.14%	107
2015 Q1	$1.46M	Buy	+34,970	New	+$1.45M	0.05%	206
2014 Q2	–	Sell	-23,600	Closed	-$900K	–	431
2014 Q1	$900K	Buy	23,600 +14,600	+162%	+$563K	0.06%	240
2013 Q4	$385K	Buy	+9,000	New	+$372K	0.03%	278

Other funds holding EV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Jupiter Investment Management's EV Position: Q1 2018 in Review

Jupiter Investment Management sold out of Eaton Vance Corp. (EV) in Q1 2018, closing a stake of 125,166 shares — an estimated $7.06M sold.

Jupiter Investment Management first reported a position in EV in Q4 2013 and held it in 10 quarters. The position peaked at $25.2M in Q3 2017. 361 funds tracked by Wall St. Rank hold EV as of Q1 2018.

Jupiter Investment Management reported no remaining Eaton Vance Corp. position as of Q1 2018 after selling out during the quarter.
Jupiter Investment Management sold 125,166 Eaton Vance Corp. shares in Q1 2018, an estimated $7.06M.
Jupiter Investment Management first reported a position in Eaton Vance Corp. in Q4 2013 and held it in 10 quarters.
Jupiter Investment Management's Eaton Vance Corp. position peaked at $25.2M in Q3 2017.
361 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2018.

Based on Jupiter Investment Management's 13F filing for Q1 2018, filed 14 May 2018.