Kiley Juergens Wealth Management’s Eaton Vance Corp. EV Stock Holding History

Kiley Juergens Wealth 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 Q4	–	Sell	-50	Closed	-$2K	–	740
2018 Q3	$2K	Hold	50	–	–	﹤0.01%	602
2018 Q2	$2K	Buy	+50	New	+$2.75K	﹤0.01%	539
2018 Q1	–	Sell	-50	Closed	-$2K	–	668
2017 Q4	$2K	Buy	+50	New	+$2.65K	﹤0.01%	642

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

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 $544B AUM 28.31% 1-Year Est. Return

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Kiley Juergens Wealth Management's EV Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Eaton Vance Corp. (EV) in Q4 2018, closing a stake of 50 shares — an estimated $2K sold.

Kiley Juergens Wealth Management first reported a position in EV in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q3 2018. 359 funds tracked by Wall St. Rank hold EV as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Eaton Vance Corp. position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 50 Eaton Vance Corp. shares in Q4 2018, an estimated $2K.
Kiley Juergens Wealth Management first reported a position in Eaton Vance Corp. in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's Eaton Vance Corp. position peaked at $2K in Q3 2018.
359 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.