NFG
EV

Nations Financial Group’s Eaton Vance Corp. EV Stock Holding History

Nations Financial Group’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
2020
Q3 		– Sell
-22,290
Closed -$860K – 300
2020
Q2 		$860K Buy
22,290
+2,737
+14% +$99.7K 0.31% 95
2020
Q1 		$631K Sell
19,553
-2,029
-9% -$86.1K 0.27% 115
2019
Q4 		$1.01M Buy
21,582
+436
+2% +$20.2K 0.35% 89
2019
Q3 		$964K Buy
+21,146
New +$915K 0.35% 84

Other funds holding EV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Nations Financial Group's EV Position: Q3 2020 in Review

Nations Financial Group sold out of Eaton Vance Corp. (EV) in Q3 2020, closing a stake of 22,290 shares — an estimated $860K sold.

Nations Financial Group first reported a position in EV in Q3 2019 and held it in 4 quarters. The position peaked at $1.01M in Q4 2019. 321 funds tracked by Wall St. Rank hold EV as of Q3 2020.

  • Nations Financial Group reported no remaining Eaton Vance Corp. position as of Q3 2020 after selling out during the quarter.
  • Nations Financial Group sold 22,290 Eaton Vance Corp. shares in Q3 2020, an estimated $860K.
  • Nations Financial Group first reported a position in Eaton Vance Corp. in Q3 2019 and held it in 4 quarters.
  • Nations Financial Group's Eaton Vance Corp. position peaked at $1.01M in Q4 2019.
  • 321 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2020.

Based on Nations Financial Group's 13F filing for Q3 2020, filed 12 Nov 2020.