Kelly Financial Services’s Eaton Vance Corp. EV Stock Holding History

Kelly Financial Services’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	-500	Closed	-$34K	–	662
2020 Q4	$34K	Hold	500	–	–	0.02%	148
2020 Q3	$19.1K	Hold	500	–	–	0.01%	177
2020 Q2	$19.3K	Hold	500	–	–	0.02%	169
2020 Q1	$16.1K	Hold	500	–	–	0.02%	160
2019 Q4	$23.3K	Hold	500	–	–	0.02%	142
2019 Q3	$22.5K	Hold	500	–	–	0.02%	138
2019 Q2	$21.6K	Hold	500	–	–	0.02%	142
2019 Q1	$20.2K	Buy	+500	New	+$19.8K	0.02%	144

Other funds holding EV

IAIM

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

Kelly Financial Services's EV Position: Q1 2021 in Review

Kelly Financial Services sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 500 shares — an estimated $34K sold.

Kelly Financial Services first reported a position in EV in Q1 2019 and held it in 8 quarters. The position peaked at $34K in Q4 2020. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

Kelly Financial Services reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
Kelly Financial Services sold 500 Eaton Vance Corp. shares in Q1 2021, an estimated $34K.
Kelly Financial Services first reported a position in Eaton Vance Corp. in Q1 2019 and held it in 8 quarters.
Kelly Financial Services's Eaton Vance Corp. position peaked at $34K in Q4 2020.
1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on Kelly Financial Services's 13F filing for Q1 2021, filed 17 Jul 2024.