NFG
EV

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

Next 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
2021
Q1 		– Sell
-43
Closed -$3K – 2684
2020
Q4 		$3K Buy
+43
New +$2.69K ﹤0.01% 2154
2020
Q2 		– Sell
-170
Closed -$5K – 2110
2020
Q1 		$5K Hold
170
– – ﹤0.01% 1731
2019
Q4 		$8K Sell
170
-5
-3% -$231 ﹤0.01% 1860
2019
Q3 		$8K Buy
+175
New +$7.57K ﹤0.01% 1795
2015
Q4 		– Sell
-16
Closed – – 1985
2015
Q3 		$0 Hold
16
– – ﹤0.01% 2001
2015
Q2 		$0 Hold
16
– – ﹤0.01% 1997
2015
Q1 		$0 Hold
16
– – ﹤0.01% 1995
2014
Q4 		$1K Hold
16
– – ﹤0.01% 1850
2014
Q3 		$1K Hold
16
– – ﹤0.01% 2465
2014
Q2 		$1K Buy
+16
New +$591 ﹤0.01% 1177

Other funds holding EV

IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Next Financial Group's EV Position: Q1 2021 in Review

Next Financial Group sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 43 shares — an estimated $3K sold.

Next Financial Group first reported a position in EV in Q2 2014 and held it in 10 quarters. The position peaked at $8K in Q4 2019. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

  • Next Financial Group reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
  • Next Financial Group sold 43 Eaton Vance Corp. shares in Q1 2021, an estimated $3K.
  • Next Financial Group first reported a position in Eaton Vance Corp. in Q2 2014 and held it in 10 quarters.
  • Next Financial Group's Eaton Vance Corp. position peaked at $8K in Q4 2019.
  • 1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.