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

Lowe 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
2020 Q2	–	Sell	-800	Closed	-$26K	–	334
2020 Q1	$26K	Hold	800	–	–	0.02%	87
2019 Q4	$37K	Hold	800	–	–	0.02%	81
2019 Q3	$36K	Hold	800	–	–	0.02%	77
2019 Q2	$35K	Hold	800	–	–	0.02%	84
2019 Q1	$32K	Hold	800	–	–	0.02%	84
2018 Q4	$28K	Hold	800	–	–	0.02%	85
2018 Q3	$42K	Hold	800	–	–	0.02%	74
2018 Q2	$42K	Hold	800	–	–	0.03%	71
2018 Q1	$45K	Hold	800	–	–	0.03%	71
2017 Q4	$45K	Hold	800	–	–	0.03%	72
2017 Q3	$39K	Hold	800	–	–	0.02%	73
2017 Q2	$38K	Hold	800	–	–	0.02%	68
2017 Q1	$36K	Hold	800	–	–	0.02%	68
2016 Q4	$34K	Hold	800	–	–	0.02%	69
2016 Q3	$31K	Hold	800	–	–	0.02%	77
2016 Q2	$28K	Hold	800	–	–	0.02%	77
2016 Q1	$27K	Hold	800	–	–	0.02%	78
2015 Q4	$26K	Hold	800	–	–	0.02%	74
2015 Q3	$27K	Hold	800	–	–	0.02%	75
2015 Q2	$31K	Hold	800	–	–	0.02%	87
2015 Q1	$33K	Hold	800	–	–	0.02%	83
2014 Q4	$33K	Buy	+800	New	+$31.5K	0.02%	81

Other funds holding EV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lowe Wealth Advisors's EV Position: Q2 2020 in Review

Lowe Wealth Advisors sold out of Eaton Vance Corp. (EV) in Q2 2020, closing a stake of 800 shares — an estimated $26K sold.

Lowe Wealth Advisors first reported a position in EV in Q4 2014 and held it in 22 quarters. The position peaked at $45K in Q1 2018. 337 funds tracked by Wall St. Rank hold EV as of Q2 2020.

Lowe Wealth Advisors reported no remaining Eaton Vance Corp. position as of Q2 2020 after selling out during the quarter.
Lowe Wealth Advisors sold 800 Eaton Vance Corp. shares in Q2 2020, an estimated $26K.
Lowe Wealth Advisors first reported a position in Eaton Vance Corp. in Q4 2014 and held it in 22 quarters.
Lowe Wealth Advisors's Eaton Vance Corp. position peaked at $45K in Q1 2018.
337 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q2 2020.

Based on Lowe Wealth Advisors's 13F filing for Q2 2020, filed 8 Jul 2020.