KCM
EV

Karp Capital Management’s Eaton Vance Corp. EV Stock Holding History

Karp Capital 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
2015
Q2 		– Sell
-3,834
Closed -$160K – 394
2015
Q1 		$160K Buy
3,834
+3
+0.1% +$124 0.11% 106
2014
Q4 		$157K Buy
+3,831
New +$151K 0.11% 116

Other funds holding EV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Karp Capital Management's EV Position: Q2 2015 in Review

Karp Capital Management sold out of Eaton Vance Corp. (EV) in Q2 2015, closing a stake of 3,834 shares — an estimated $160K sold.

Karp Capital Management first reported a position in EV in Q4 2014 and held it in 2 quarters. The position peaked at $160K in Q1 2015. 311 funds tracked by Wall St. Rank hold EV as of Q2 2015.

  • Karp Capital Management reported no remaining Eaton Vance Corp. position as of Q2 2015 after selling out during the quarter.
  • Karp Capital Management sold 3,834 Eaton Vance Corp. shares in Q2 2015, an estimated $160K.
  • Karp Capital Management first reported a position in Eaton Vance Corp. in Q4 2014 and held it in 2 quarters.
  • Karp Capital Management's Eaton Vance Corp. position peaked at $160K in Q1 2015.
  • 311 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q2 2015.

Based on Karp Capital Management's 13F filing for Q2 2015, filed 11 Aug 2015.