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

MinichMacGregor 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
2018 Q4	–	Sell	-160	Closed	-$8K	–	571
2018 Q3	$8K	Sell	160 -35	-18%	-$1.85K	0.01%	344
2018 Q2	$10K	Hold	195	–	–	0.01%	310
2018 Q1	$10K	Hold	195	–	–	0.01%	314
2017 Q4	$10K	Buy	195 +160	+457%	+$8.47K	0.01%	311
2017 Q3	$1K	Hold	35	–	–	﹤0.01%	462
2017 Q2	$1K	Sell	35 -5	-13%	-$227	﹤0.01%	458
2017 Q1	$1K	Hold	40	–	–	﹤0.01%	445
2016 Q4	$1K	Hold	40	–	–	﹤0.01%	444
2016 Q3	$1K	Sell	40 -4	-9%	-$153	﹤0.01%	440
2016 Q2	$1K	Hold	44	–	–	﹤0.01%	424
2016 Q1	$1K	Buy	+44	New	+$1.31K	﹤0.01%	417

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

MinichMacGregor Wealth Management's EV Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Eaton Vance Corp. (EV) in Q4 2018, closing a stake of 160 shares — an estimated $8K sold.

MinichMacGregor Wealth Management first reported a position in EV in Q1 2016 and held it in 11 quarters. The position peaked at $10K in Q2 2018. 359 funds tracked by Wall St. Rank hold EV as of Q4 2018.

MinichMacGregor Wealth Management reported no remaining Eaton Vance Corp. position as of Q4 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 160 Eaton Vance Corp. shares in Q4 2018, an estimated $8K.
MinichMacGregor Wealth Management first reported a position in Eaton Vance Corp. in Q1 2016 and held it in 11 quarters.
MinichMacGregor Wealth Management's Eaton Vance Corp. position peaked at $10K in Q2 2018.
359 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.