LWANC
EV

Laurel Wealth Advisors (North Carolina)’s Eaton Vance Corp. EV Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2020
Q2 		– Sell
-300
Closed -$10K – 550
2020
Q1 		$10K Buy
+300
New +$12.7K ﹤0.01% 366

Other funds holding EV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s EV Position: Q2 2020 in Review

Laurel Wealth Advisors (North Carolina) sold out of Eaton Vance Corp. (EV) in Q2 2020, closing a stake of 300 shares — an estimated $10K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in EV in Q1 2020 and held it in 1 quarter. The position peaked at $10K in Q1 2020. 337 funds tracked by Wall St. Rank hold EV as of Q2 2020.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Eaton Vance Corp. position as of Q2 2020 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 300 Eaton Vance Corp. shares in Q2 2020, an estimated $10K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Eaton Vance Corp. in Q1 2020 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s Eaton Vance Corp. position peaked at $10K in Q1 2020.
  • 337 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q2 2020.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2020, filed 6 Aug 2020.