Loring Wolcott & Coolidge Fiduciary Advisors’s Eaton Vance Corp. EV Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021 Q1	–	Sell	-8,200	Closed	-$557K	–	776
2020 Q4	$557K	Buy	+8,200	New	+$512K	0.01%	195
2016 Q2	–	Sell	-999	Closed	-$33K	–	656
2016 Q1	$33K	Sell	999 -1	-0.1%	-$30	﹤0.01%	441
2015 Q4	$32K	Hold	1,000	–	–	﹤0.01%	475
2015 Q3	$39K	Hold	1,000	–	–	﹤0.01%	444
2015 Q2	$39K	Hold	1,000	–	–	﹤0.01%	444
2015 Q1	$42K	Hold	1,000	–	–	﹤0.01%	452
2014 Q4	$41K	Hold	1,000	–	–	﹤0.01%	450
2014 Q3	$38K	Hold	1,000	–	–	﹤0.01%	440
2014 Q2	$38K	Hold	1,000	–	–	﹤0.01%	463
2014 Q1	$38K	Hold	1,000	–	–	﹤0.01%	440
2013 Q4	$43K	Hold	1,000	–	–	﹤0.01%	401
2013 Q3	$39K	Hold	1,000	–	–	﹤0.01%	389
2013 Q2	$38K	Buy	+1,000	New	+$40.2K	﹤0.01%	415

Other funds holding EV

IAIM

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

Loring Wolcott & Coolidge Fiduciary Advisors's EV Position: Q1 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 8,200 shares — an estimated $557K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EV in Q2 2013 and held it in 13 quarters. The position peaked at $557K in Q4 2020. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 8,200 Eaton Vance Corp. shares in Q1 2021, an estimated $557K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Eaton Vance Corp. in Q2 2013 and held it in 13 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Eaton Vance Corp. position peaked at $557K in Q4 2020.
1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.