NewSquare Capital’s Eaton Vance Corp. EV Stock Holding History

NewSquare Capital’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 Q4	–	Sell	-37	Closed	-$1.96K	–	368
2017 Q3	$2K	Hold	37	–	–	﹤0.01%	319
2017 Q2	$2K	Hold	37	–	–	﹤0.01%	308
2017 Q1	$2K	Hold	37	–	–	﹤0.01%	314
2016 Q4	$2K	Hold	37	–	–	﹤0.01%	320
2016 Q3	$1K	Buy	37 +1	+3%	+$38	﹤0.01%	465
2016 Q2	$1K	Buy	+36	New	+$1.26K	﹤0.01%	336

Other funds holding EV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NewSquare Capital's EV Position: Q4 2017 in Review

NewSquare Capital sold out of Eaton Vance Corp. (EV) in Q4 2017, closing a stake of 37 shares — an estimated $1.96K sold.

NewSquare Capital first reported a position in EV in Q2 2016 and held it in 6 quarters. The position peaked at $2K in Q3 2017. 374 funds tracked by Wall St. Rank hold EV as of Q4 2017.

NewSquare Capital reported no remaining Eaton Vance Corp. position as of Q4 2017 after selling out during the quarter.
NewSquare Capital sold 37 Eaton Vance Corp. shares in Q4 2017, an estimated $1.96K.
NewSquare Capital first reported a position in Eaton Vance Corp. in Q2 2016 and held it in 6 quarters.
NewSquare Capital's Eaton Vance Corp. position peaked at $2K in Q3 2017.
374 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2017.

Based on NewSquare Capital's 13F filing for Q4 2017, filed 29 Jan 2018.