MWM
EV

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

Mattern 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
2020
Q2 		– Sell
-8,632
Closed -$278K – 144
2020
Q1 		$278K Sell
8,632
-689
-7% -$29.2K 0.2% 100
2019
Q4 		$435K Buy
+9,321
New +$431K 0.26% 100

Other funds holding EV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mattern Wealth Management's EV Position: Q2 2020 in Review

Mattern Wealth Management sold out of Eaton Vance Corp. (EV) in Q2 2020, closing a stake of 8,632 shares — an estimated $278K sold.

Mattern Wealth Management first reported a position in EV in Q4 2019 and held it in 2 quarters. The position peaked at $435K in Q4 2019. 337 funds tracked by Wall St. Rank hold EV as of Q2 2020.

  • Mattern Wealth Management reported no remaining Eaton Vance Corp. position as of Q2 2020 after selling out during the quarter.
  • Mattern Wealth Management sold 8,632 Eaton Vance Corp. shares in Q2 2020, an estimated $278K.
  • Mattern Wealth Management first reported a position in Eaton Vance Corp. in Q4 2019 and held it in 2 quarters.
  • Mattern Wealth Management's Eaton Vance Corp. position peaked at $435K in Q4 2019.
  • 337 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q2 2020.

Based on Mattern Wealth Management's 13F filing for Q2 2020, filed 29 Jul 2020.