NewEdge Advisors’s Eaton Vance Corp. EV Stock Holding History

NewEdge 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	-10,133	Closed	-$533K	–	737
2018 Q3	$533K	Buy	+10,133	New	+$537K	0.04%	342
2018 Q2	–	Sell	-9,790	Closed	-$526K	–	566
2018 Q1	$526K	Buy	9,790 +180	+2%	+$10.2K	0.06%	258
2017 Q4	$561K	Buy	9,610 +1,113	+13%	+$58.9K	0.08%	222
2017 Q3	$424K	Sell	8,497 -27	-0.3%	-$1.29K	0.07%	227
2017 Q2	$408K	Buy	+8,524	New	+$388K	0.07%	215

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

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

NewEdge Advisors's EV Position: Q4 2018 in Review

NewEdge Advisors sold out of Eaton Vance Corp. (EV) in Q4 2018, closing a stake of 10,133 shares — an estimated $533K sold.

NewEdge Advisors first reported a position in EV in Q2 2017 and held it in 5 quarters. The position peaked at $561K in Q4 2017. 359 funds tracked by Wall St. Rank hold EV as of Q4 2018.

NewEdge Advisors reported no remaining Eaton Vance Corp. position as of Q4 2018 after selling out during the quarter.
NewEdge Advisors sold 10,133 Eaton Vance Corp. shares in Q4 2018, an estimated $533K.
NewEdge Advisors first reported a position in Eaton Vance Corp. in Q2 2017 and held it in 5 quarters.
NewEdge Advisors's Eaton Vance Corp. position peaked at $561K in Q4 2017.
359 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2018.

Based on NewEdge Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.