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

Kennedy 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
2017 Q3	–	Sell	-134,552	Closed	-$6.37M	–	769
2017 Q2	$6.37M	Buy	134,552 +4,952	+4%	+$225K	0.12%	294
2017 Q1	$5.83M	Sell	129,600 -31	-0%	-$1.38K	0.1%	358
2016 Q4	$5.43M	Buy	129,631 +85,596	+194%	+$3.36M	0.09%	390
2016 Q3	$1.72M	Buy	+44,035	New	+$1.68M	0.03%	598

Other funds holding EV

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

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

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

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

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

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

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

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

EVM

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

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Kennedy Capital Management's EV Position: Q3 2017 in Review

Kennedy Capital Management sold out of Eaton Vance Corp. (EV) in Q3 2017, closing a stake of 134,552 shares — an estimated $6.37M sold.

Kennedy Capital Management first reported a position in EV in Q3 2016 and held it in 4 quarters. The position peaked at $6.37M in Q2 2017. 347 funds tracked by Wall St. Rank hold EV as of Q3 2017.

Kennedy Capital Management reported no remaining Eaton Vance Corp. position as of Q3 2017 after selling out during the quarter.
Kennedy Capital Management sold 134,552 Eaton Vance Corp. shares in Q3 2017, an estimated $6.37M.
Kennedy Capital Management first reported a position in Eaton Vance Corp. in Q3 2016 and held it in 4 quarters.
Kennedy Capital Management's Eaton Vance Corp. position peaked at $6.37M in Q2 2017.
347 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2017.

Based on Kennedy Capital Management's 13F filing for Q3 2017, filed 13 Nov 2017.