Neuburgh Advisers’s Eaton Vance Corp. EV Stock Holding History

Neuburgh Advisers’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	$406K	Hold	9,040	–	–	0.01%	506
2019 Q2	$390K	Hold	9,040	–	–	0.01%	520
2019 Q1	$364K	Hold	9,040	–	–	0.01%	527
2018 Q4	$318K	Hold	9,040	–	–	0.01%	518
2018 Q3	$475K	Buy	9,040 +1,392	+18%	+$73.7K	0.02%	471
2018 Q2	$399K	Hold	7,648	–	–	0.01%	482
2018 Q1	$426K	Hold	7,648	–	–	0.01%	452
2017 Q4	$431K	Buy	7,648 +1,040	+16%	+$55K	0.02%	468
2017 Q3	$326K	Buy	6,608 +896	+16%	+$42.8K	0.01%	484
2017 Q2	$270K	Buy	5,712 +1,968	+53%	+$89.5K	0.01%	508
2017 Q1	$168K	Buy	3,744 +768	+26%	+$34.1K	0.01%	526
2016 Q4	$125K	Buy	+2,976	New	+$117K	0.01%	548

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

Neuburgh Advisers's EV Position: Q3 2019 in Review

Neuburgh Advisers held its Eaton Vance Corp. (EV) position steady in Q3 2019 at 9,040 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #506.

Neuburgh Advisers first reported a position in EV in Q4 2016 and has held it in 12 quarters since. The position peaked at $475K in Q3 2018. 346 funds tracked by Wall St. Rank hold EV as of Q3 2019.

Neuburgh Advisers held 9,040 shares of Eaton Vance Corp. worth $406K as of Q3 2019.
Neuburgh Advisers left its Eaton Vance Corp. share count unchanged in Q3 2019.
Eaton Vance Corp. made up 0.01% of Neuburgh Advisers's portfolio in Q3 2019, its #506 holding.
Neuburgh Advisers first reported a position in Eaton Vance Corp. in Q4 2016 and has held it in 12 quarters since.
Neuburgh Advisers's Eaton Vance Corp. position peaked at $475K in Q3 2018.
346 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.