Mosaic Family Wealth’s Eaton Vance Corp. EV Stock Holding History

Mosaic Family Wealth’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
2017 Q4	–	Sell	-80	Closed	-$4K	–	963
2017 Q3	$4K	Buy	+80	New	+$3.82K	﹤0.01%	772

Other funds holding EV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return

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

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mosaic Family Wealth's EV Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Eaton Vance Corp. (EV) in Q4 2017, closing a stake of 80 shares — an estimated $4K sold.

Mosaic Family Wealth first reported a position in EV in Q3 2017 and held it in 1 quarter. The position peaked at $4K in Q3 2017. 374 funds tracked by Wall St. Rank hold EV as of Q4 2017.

Mosaic Family Wealth reported no remaining Eaton Vance Corp. position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 80 Eaton Vance Corp. shares in Q4 2017, an estimated $4K.
Mosaic Family Wealth first reported a position in Eaton Vance Corp. in Q3 2017 and held it in 1 quarter.
Mosaic Family Wealth's Eaton Vance Corp. position peaked at $4K in Q3 2017.
374 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.