Lenox Wealth Advisors’s Eaton Vance Corp. EV Stock Holding History

Lenox Wealth Advisors’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 Q3	–	Sell	-166	Closed	-$9K	–	540
2018 Q2	$9K	Sell	166 -52	-24%	-$2.86K	﹤0.01%	391
2018 Q1	$12K	Buy	218 +166	+319%	+$9.43K	﹤0.01%	343
2017 Q4	$3K	Buy	+52	New	+$2.75K	﹤0.01%	307
2013 Q4	–	Sell	-63	Closed	-$2K	–	415
2013 Q3	$2K	Buy	+63	New	+$2.51K	﹤0.01%	242

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Lenox Wealth Advisors's EV Position: Q3 2018 in Review

Lenox Wealth Advisors sold out of Eaton Vance Corp. (EV) in Q3 2018, closing a stake of 166 shares — an estimated $9K sold.

Lenox Wealth Advisors first reported a position in EV in Q3 2013 and held it in 4 quarters. The position peaked at $12K in Q1 2018. 369 funds tracked by Wall St. Rank hold EV as of Q3 2018.

Lenox Wealth Advisors reported no remaining Eaton Vance Corp. position as of Q3 2018 after selling out during the quarter.
Lenox Wealth Advisors sold 166 Eaton Vance Corp. shares in Q3 2018, an estimated $9K.
Lenox Wealth Advisors first reported a position in Eaton Vance Corp. in Q3 2013 and held it in 4 quarters.
Lenox Wealth Advisors's Eaton Vance Corp. position peaked at $12K in Q1 2018.
369 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2018.

Based on Lenox Wealth Advisors's 13F filing for Q3 2018, filed 9 Oct 2018.