MYIA
EV

Mount Yale Investment Advisors’s Eaton Vance Corp. EV Stock Holding History

Mount Yale Investment Advisors’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
-1,151
Closed -$52K – 886
2018
Q3 		$52K Sell
1,151
-201
-15% -$10.6K 0.01% 593
2018
Q2 		$71K Sell
1,352
-499
-27% -$27.5K 0.01% 559
2018
Q1 		$103K Buy
+1,851
New +$105K 0.02% 442

Other funds holding EV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Mount Yale Investment Advisors's EV Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Eaton Vance Corp. (EV) in Q4 2018, closing a stake of 1,151 shares — an estimated $52K sold.

Mount Yale Investment Advisors first reported a position in EV in Q1 2018 and held it in 3 quarters. The position peaked at $103K in Q1 2018. 359 funds tracked by Wall St. Rank hold EV as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Eaton Vance Corp. position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,151 Eaton Vance Corp. shares in Q4 2018, an estimated $52K.
  • Mount Yale Investment Advisors first reported a position in Eaton Vance Corp. in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Eaton Vance Corp. position peaked at $103K in Q1 2018.
  • 359 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.