MCIA
EV

Mountain Capital Investment Advisors’s Eaton Vance Corp. EV Stock Holding History

Mountain Capital 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
2017
Q3 		– Sell
-60
Closed -$3K – 553
2017
Q2 		$3K Buy
+60
New +$2.73K ﹤0.01% 436

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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
JP Morgan Chase
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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Mountain Capital Investment Advisors's EV Position: Q3 2017 in Review

Mountain Capital Investment Advisors sold out of Eaton Vance Corp. (EV) in Q3 2017, closing a stake of 60 shares — an estimated $3K sold.

Mountain Capital Investment Advisors first reported a position in EV in Q2 2017 and held it in 1 quarter. The position peaked at $3K in Q2 2017. 347 funds tracked by Wall St. Rank hold EV as of Q3 2017.

  • Mountain Capital Investment Advisors reported no remaining Eaton Vance Corp. position as of Q3 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 60 Eaton Vance Corp. shares in Q3 2017, an estimated $3K.
  • Mountain Capital Investment Advisors first reported a position in Eaton Vance Corp. in Q2 2017 and held it in 1 quarter.
  • Mountain Capital Investment Advisors's Eaton Vance Corp. position peaked at $3K in Q2 2017.
  • 347 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2017, filed 1 Nov 2017.