KFS
EV

Kurt F. Somerville’s Eaton Vance Corp. EV Stock Holding History

Kurt F. Somerville’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
-12,680
Closed -$861K – 114
2020
Q4 		$861K Hold
12,680
– – 0.14% 57
2020
Q3 		$484K Hold
12,680
– – 0.09% 71
2020
Q2 		$489K Hold
12,680
– – 0.09% 74
2020
Q1 		$409K Buy
+12,680
New +$538K 0.09% 72

Other funds holding EV

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

Kurt F. Somerville's EV Position: Q1 2021 in Review

Kurt F. Somerville sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 12,680 shares — an estimated $861K sold.

Kurt F. Somerville first reported a position in EV in Q1 2020 and held it in 4 quarters. The position peaked at $861K in Q4 2020. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

  • Kurt F. Somerville reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
  • Kurt F. Somerville sold 12,680 Eaton Vance Corp. shares in Q1 2021, an estimated $861K.
  • Kurt F. Somerville first reported a position in Eaton Vance Corp. in Q1 2020 and held it in 4 quarters.
  • Kurt F. Somerville's Eaton Vance Corp. position peaked at $861K in Q4 2020.
  • 1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on Kurt F. Somerville's 13F filing for Q1 2021, filed 17 May 2021.