MG
EV

Mather Group’s Eaton Vance Corp. EV Stock Holding History

Mather Group’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
-4,102
Closed -$279K – 285
2020
Q4 		$279K Buy
+4,102
New +$256K 0.01% 195
2020
Q3 		– Sell
-6,233
Closed -$241K – 255
2020
Q2 		$241K Buy
+6,233
New +$227K 0.01% 186

Other funds holding EV

IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Mather Group's EV Position: Q1 2021 in Review

Mather Group sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 4,102 shares — an estimated $279K sold.

Mather Group first reported a position in EV in Q2 2020 and held it in 2 quarters. The position peaked at $279K in Q4 2020. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

  • Mather Group reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
  • Mather Group sold 4,102 Eaton Vance Corp. shares in Q1 2021, an estimated $279K.
  • Mather Group first reported a position in Eaton Vance Corp. in Q2 2020 and held it in 2 quarters.
  • Mather Group's Eaton Vance Corp. position peaked at $279K in Q4 2020.
  • 1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on Mather Group's 13F filing for Q1 2021, filed 14 May 2021.