MPWT
EV

MassMutual Private Wealth & Trust’s Eaton Vance Corp. EV Stock Holding History

MassMutual Private Wealth & Trust’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
Q1 		– Sell
-444
Closed -$21K – 829
2019
Q4 		$21K Buy
+444
New +$20.5K ﹤0.01% 527
2016
Q1 		– Sell
-10
Closed -$324 – 927
2015
Q4 		$324 Buy
+10
New +$351 ﹤0.01% 769

Other funds holding EV

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

MassMutual Private Wealth & Trust's EV Position: Q1 2020 in Review

MassMutual Private Wealth & Trust sold out of Eaton Vance Corp. (EV) in Q1 2020, closing a stake of 444 shares — an estimated $21K sold.

MassMutual Private Wealth & Trust first reported a position in EV in Q4 2015 and held it in 2 quarters. The position peaked at $21K in Q4 2019. 334 funds tracked by Wall St. Rank hold EV as of Q1 2020.

  • MassMutual Private Wealth & Trust reported no remaining Eaton Vance Corp. position as of Q1 2020 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 444 Eaton Vance Corp. shares in Q1 2020, an estimated $21K.
  • MassMutual Private Wealth & Trust first reported a position in Eaton Vance Corp. in Q4 2015 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's Eaton Vance Corp. position peaked at $21K in Q4 2019.
  • 334 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2020.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2020, filed 15 May 2020.