Nisa Investment Advisors
EV

Nisa Investment Advisors’s Eaton Vance Corp. EV Stock Holding History

Nisa Investment 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
2021
Q1 		– Sell
-42,660
Closed -$2.9M – 2334
2020
Q4 		$2.9M Buy
42,660
+1,930
+5% +$121K 0.02% 591
2020
Q3 		$1.55M Buy
40,730
+4,500
+12% +$172K 0.01% 672
2020
Q2 		$1.4M Sell
36,230
-1,200
-3% -$43.7K 0.01% 675
2020
Q1 		$1.21M Buy
37,430
+1,100
+3% +$46.7K 0.01% 653
2019
Q4 		$1.7M Sell
36,330
-8,300
-19% -$384K 0.01% 696
2019
Q3 		$2M Sell
44,630
-400
-0.9% -$17.3K 0.02% 644
2019
Q2 		$1.94M Sell
45,030
-12,000
-21% -$490K 0.02% 646
2019
Q1 		$2.3M Buy
57,030
+17,400
+44% +$690K 0.02% 573
2018
Q4 		$1.39M Sell
39,630
-18,200
-31% -$769K 0.02% 667
2018
Q3 		$3.04M Sell
57,830
-8,376
-13% -$444K 0.03% 514
2018
Q2 		$3.46M Sell
66,206
-10,450
-14% -$576K 0.04% 445
2018
Q1 		$4.24M Buy
76,656
+15,026
+24% +$853K 0.04% 390
2017
Q4 		$3.48M Hold
61,630
– – 0.04% 445
2017
Q3 		$3.04M Buy
61,630
+4,812
+8% +$230K 0.03% 469
2017
Q2 		$2.68M Buy
56,818
+3,879
+7% +$176K 0.03% 507
2017
Q1 		$2.38M Sell
52,939
-148
-0.3% -$6.56K 0.03% 551
2016
Q4 		$2.22M Sell
53,087
-4,754
-8% -$187K 0.03% 574
2016
Q3 		$2.26M Buy
57,841
+16,411
+40% +$628K 0.03% 540
2016
Q2 		$1.46M Hold
41,430
– – 0.02% 639
2016
Q1 		$1.39M Sell
41,430
-7,500
-15% -$223K 0.02% 645
2015
Q4 		$1.59M Sell
48,930
-18,400
-27% -$645K 0.02% 611
2015
Q3 		$2.26M Buy
67,330
+5,300
+9% +$195K 0.03% 495
2015
Q2 		$2.43M Hold
62,030
– – 0.03% 488
2015
Q1 		$2.58M Sell
62,030
-500
-0.8% -$20.7K 0.04% 494
2014
Q4 		$2.56M Buy
62,530
+18,900
+43% +$743K 0.04% 497
2014
Q3 		$1.65M Buy
43,630
+2,000
+5% +$75.1K 0.02% 620
2014
Q2 		$1.57M Sell
41,630
-7,600
-15% -$281K 0.02% 643
2014
Q1 		$1.88M Hold
49,230
– – 0.03% 580
2013
Q4 		$2.11M Buy
49,230
+1,300
+3% +$53.7K 0.03% 527
2013
Q3 		$1.86M Hold
47,930
– – 0.03% 557
2013
Q2 		$1.8M Buy
+47,930
New +$1.93M 0.03% 556

Other funds holding EV

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

Nisa Investment Advisors's EV Position: Q1 2021 in Review

Nisa Investment Advisors sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 42,660 shares — an estimated $2.9M sold.

Nisa Investment Advisors first reported a position in EV in Q2 2013 and held it in 31 quarters. The position peaked at $4.24M in Q1 2018. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

  • Nisa Investment Advisors reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
  • Nisa Investment Advisors sold 42,660 Eaton Vance Corp. shares in Q1 2021, an estimated $2.9M.
  • Nisa Investment Advisors first reported a position in Eaton Vance Corp. in Q2 2013 and held it in 31 quarters.
  • Nisa Investment Advisors's Eaton Vance Corp. position peaked at $4.24M in Q1 2018.
  • 1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on Nisa Investment Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.