Nichols & Pratt Advisers’s Eaton Vance Corp. EV Stock Holding History

Nichols & Pratt 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
2018 Q2	–	Sell	-3,627	Closed	-$202K	–	111
2018 Q1	$202K	Sell	3,627 -900	-20%	-$51.1K	0.02%	109
2017 Q4	$255K	Sell	4,527 -133	-3%	-$7.04K	0.02%	101
2017 Q3	$231K	Hold	4,660	–	–	0.02%	103
2017 Q2	$221K	Hold	4,660	–	–	0.02%	102
2017 Q1	$209K	Sell	4,660 -600	-11%	-$26.6K	0.02%	101
2016 Q4	$220K	Sell	5,260 -500	-9%	-$19.7K	0.02%	99
2016 Q3	$225K	Hold	5,760	–	–	0.02%	106
2016 Q2	$204K	Buy	+5,760	New	+$202K	0.02%	117
2015 Q3	–	Sell	-5,760	Closed	-$225K	–	121
2015 Q2	$225K	Sell	5,760 -500	-8%	-$20.6K	0.02%	114
2015 Q1	$260K	Hold	6,260	–	–	0.02%	110
2014 Q4	$257K	Hold	6,260	–	–	0.02%	111
2014 Q3	$237K	Hold	6,260	–	–	0.02%	117
2014 Q2	$237K	Hold	6,260	–	–	0.02%	116
2014 Q1	$239K	Sell	6,260 -1,000	-14%	-$38.5K	0.02%	102
2013 Q4	$311K	Hold	7,260	–	–	0.03%	80
2013 Q3	$282K	Sell	7,260 -3,000	-29%	-$119K	0.03%	80
2013 Q2	$385K	Buy	+10,260	New	+$413K	0.04%	74

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Nichols & Pratt Advisers's EV Position: Q2 2018 in Review

Nichols & Pratt Advisers sold out of Eaton Vance Corp. (EV) in Q2 2018, closing a stake of 3,627 shares — an estimated $202K sold.

Nichols & Pratt Advisers first reported a position in EV in Q2 2013 and held it in 17 quarters. The position peaked at $385K in Q2 2013. 371 funds tracked by Wall St. Rank hold EV as of Q2 2018.

Nichols & Pratt Advisers reported no remaining Eaton Vance Corp. position as of Q2 2018 after selling out during the quarter.
Nichols & Pratt Advisers sold 3,627 Eaton Vance Corp. shares in Q2 2018, an estimated $202K.
Nichols & Pratt Advisers first reported a position in Eaton Vance Corp. in Q2 2013 and held it in 17 quarters.
Nichols & Pratt Advisers's Eaton Vance Corp. position peaked at $385K in Q2 2013.
371 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q2 2018.

Based on Nichols & Pratt Advisers's 13F filing for Q2 2018, filed 27 Jul 2018.