LFR
EV

Lehman Financial Resources’s Eaton Vance Corp. EV Stock Holding History

Lehman Financial Resources’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
2015
Q4 		– Sell
-40
Closed -$1K – 399
2015
Q3 		$1K Buy
+40
New +$1.47K ﹤0.01% 438

Other funds holding EV

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Lehman Financial Resources's EV Position: Q4 2015 in Review

Lehman Financial Resources sold out of Eaton Vance Corp. (EV) in Q4 2015, closing a stake of 40 shares — an estimated $1K sold.

Lehman Financial Resources first reported a position in EV in Q3 2015 and held it in 1 quarter. The position peaked at $1K in Q3 2015. 308 funds tracked by Wall St. Rank hold EV as of Q4 2015.

  • Lehman Financial Resources reported no remaining Eaton Vance Corp. position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 40 Eaton Vance Corp. shares in Q4 2015, an estimated $1K.
  • Lehman Financial Resources first reported a position in Eaton Vance Corp. in Q3 2015 and held it in 1 quarter.
  • Lehman Financial Resources's Eaton Vance Corp. position peaked at $1K in Q3 2015.
  • 308 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.