M&R Capital Management’s Eaton Vance Corp. EV Stock Holding History

M&R Capital Management’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
2017 Q4	–	Sell	-1,100	Closed	-$54K	–	577
2017 Q3	$54K	Hold	1,100	–	–	0.01%	295
2017 Q2	$52K	Hold	1,100	–	–	0.01%	299
2017 Q1	$49K	Hold	1,100	–	–	0.01%	308
2016 Q4	$46K	Hold	1,100	–	–	0.01%	301
2016 Q3	$42K	Hold	1,100	–	–	0.01%	301
2016 Q2	$38K	Buy	+1,100	New	+$38.6K	0.01%	307

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

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

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

M&R Capital Management's EV Position: Q4 2017 in Review

M&R Capital Management sold out of Eaton Vance Corp. (EV) in Q4 2017, closing a stake of 1,100 shares — an estimated $54K sold.

M&R Capital Management first reported a position in EV in Q2 2016 and held it in 6 quarters. The position peaked at $54K in Q3 2017. 374 funds tracked by Wall St. Rank hold EV as of Q4 2017.

M&R Capital Management reported no remaining Eaton Vance Corp. position as of Q4 2017 after selling out during the quarter.
M&R Capital Management sold 1,100 Eaton Vance Corp. shares in Q4 2017, an estimated $54K.
M&R Capital Management first reported a position in Eaton Vance Corp. in Q2 2016 and held it in 6 quarters.
M&R Capital Management's Eaton Vance Corp. position peaked at $54K in Q3 2017.
374 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2017.

Based on M&R Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.