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

Kingsview 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
2021 Q1	–	Sell	-4,786	Closed	-$325K	–	954
2020 Q4	$325K	Sell	4,786 -4,470	-48%	-$279K	0.02%	535
2020 Q3	$353K	Buy	+9,256	New	+$354K	0.03%	442

Other funds holding EV

IAIM

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

Kingsview Wealth Management's EV Position: Q1 2021 in Review

Kingsview Wealth Management sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 4,786 shares — an estimated $325K sold.

Kingsview Wealth Management first reported a position in EV in Q3 2020 and held it in 2 quarters. The position peaked at $353K in Q3 2020. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

Kingsview Wealth Management reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
Kingsview Wealth Management sold 4,786 Eaton Vance Corp. shares in Q1 2021, an estimated $325K.
Kingsview Wealth Management first reported a position in Eaton Vance Corp. in Q3 2020 and held it in 2 quarters.
Kingsview Wealth Management's Eaton Vance Corp. position peaked at $353K in Q3 2020.
1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on Kingsview Wealth Management's 13F filing for Q1 2021, filed 24 May 2021.