MOTCO’s Eaton Vance Corp. EV Stock Holding History

MOTCO’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
2019 Q3	–	Sell	-447	Closed	-$19K	–	784
2019 Q2	$19K	Buy	+447	New	+$18.2K	﹤0.01%	504
2016 Q4	–	Sell	-108	Closed	-$4K	–	672
2016 Q3	$4K	Buy	+108	New	+$4.13K	﹤0.01%	554

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MOTCO's EV Position: Q3 2019 in Review

MOTCO sold out of Eaton Vance Corp. (EV) in Q3 2019, closing a stake of 447 shares — an estimated $19K sold.

MOTCO first reported a position in EV in Q3 2016 and held it in 2 quarters. The position peaked at $19K in Q2 2019. 346 funds tracked by Wall St. Rank hold EV as of Q3 2019.

MOTCO reported no remaining Eaton Vance Corp. position as of Q3 2019 after selling out during the quarter.
MOTCO sold 447 Eaton Vance Corp. shares in Q3 2019, an estimated $19K.
MOTCO first reported a position in Eaton Vance Corp. in Q3 2016 and held it in 2 quarters.
MOTCO's Eaton Vance Corp. position peaked at $19K in Q2 2019.
346 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2019.

Based on MOTCO's 13F filing for Q3 2019, filed 5 Nov 2019.