Loomis, Sayles & Company
EV

Loomis, Sayles & Company’s Eaton Vance Corp. EV Stock Holding History

Loomis, Sayles & Company’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
2016
Q3 		– Sell
-182
Closed -$6K – 1091
2016
Q2 		$6K Buy
+182
New +$6.39K ﹤0.01% 833
2015
Q4 		– Sell
-826
Closed -$28K – 1136
2015
Q3 		$28K Buy
+826
New +$30.4K ﹤0.01% 825

Other funds holding EV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Loomis, Sayles & Company's EV Position: Q3 2016 in Review

Loomis, Sayles & Company sold out of Eaton Vance Corp. (EV) in Q3 2016, closing a stake of 182 shares — an estimated $6K sold.

Loomis, Sayles & Company first reported a position in EV in Q3 2015 and held it in 2 quarters. The position peaked at $28K in Q3 2015. 320 funds tracked by Wall St. Rank hold EV as of Q3 2016.

  • Loomis, Sayles & Company reported no remaining Eaton Vance Corp. position as of Q3 2016 after selling out during the quarter.
  • Loomis, Sayles & Company sold 182 Eaton Vance Corp. shares in Q3 2016, an estimated $6K.
  • Loomis, Sayles & Company first reported a position in Eaton Vance Corp. in Q3 2015 and held it in 2 quarters.
  • Loomis, Sayles & Company's Eaton Vance Corp. position peaked at $28K in Q3 2015.
  • 320 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2016.

Based on Loomis, Sayles & Company's 13F filing for Q3 2016, filed 14 Nov 2016.