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Mascoma Wealth Management’s Eaton Vance Corp. EV Stock Holding History

Mascoma Wealth 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
Q2 		– Sell
-200
Closed -$9K – 454
2017
Q1 		$9K Hold
200
– – 0.01% 273
2016
Q4 		$8K Buy
+200
New +$7.86K 0.01% 280

Other funds holding EV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
London Company of Virginia
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Eaton Vance Management
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Mascoma Wealth Management's EV Position: Q2 2017 in Review

Mascoma Wealth Management sold out of Eaton Vance Corp. (EV) in Q2 2017, closing a stake of 200 shares — an estimated $9K sold.

Mascoma Wealth Management first reported a position in EV in Q4 2016 and held it in 2 quarters. The position peaked at $9K in Q1 2017. 370 funds tracked by Wall St. Rank hold EV as of Q2 2017.

  • Mascoma Wealth Management reported no remaining Eaton Vance Corp. position as of Q2 2017 after selling out during the quarter.
  • Mascoma Wealth Management sold 200 Eaton Vance Corp. shares in Q2 2017, an estimated $9K.
  • Mascoma Wealth Management first reported a position in Eaton Vance Corp. in Q4 2016 and held it in 2 quarters.
  • Mascoma Wealth Management's Eaton Vance Corp. position peaked at $9K in Q1 2017.
  • 370 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q2 2017.

Based on Mascoma Wealth Management's 13F filing for Q2 2017, filed 13 Jul 2017.