MIS
EV

Morningstar Investment Services’s Eaton Vance Corp. EV Stock Holding History

Morningstar Investment Services’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
2014
Q3 		– Sell
-57,831
Closed -$2.19M – 222
2014
Q2 		$2.19M Buy
+57,831
New +$2.14M 0.13% 120

Other funds holding EV

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.03% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Morningstar Investment Services's EV Position: Q3 2014 in Review

Morningstar Investment Services sold out of Eaton Vance Corp. (EV) in Q3 2014, closing a stake of 57,831 shares — an estimated $2.19M sold.

Morningstar Investment Services first reported a position in EV in Q2 2014 and held it in 1 quarter. The position peaked at $2.19M in Q2 2014. 292 funds tracked by Wall St. Rank hold EV as of Q3 2014.

  • Morningstar Investment Services reported no remaining Eaton Vance Corp. position as of Q3 2014 after selling out during the quarter.
  • Morningstar Investment Services sold 57,831 Eaton Vance Corp. shares in Q3 2014, an estimated $2.19M.
  • Morningstar Investment Services first reported a position in Eaton Vance Corp. in Q2 2014 and held it in 1 quarter.
  • Morningstar Investment Services's Eaton Vance Corp. position peaked at $2.19M in Q2 2014.
  • 292 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2014.

Based on Morningstar Investment Services's 13F filing for Q3 2014, filed 12 Nov 2014.