NEI
EV

Northwest & Ethical Investments’s Eaton Vance Corp. EV Stock Holding History

Northwest & Ethical Investments’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
Q2 		– Sell
-1,151
Closed -$51.7K – 401
2017
Q1 		$51.7K Sell
1,151
-500
-30% -$22.2K ﹤0.01% 378
2016
Q4 		$69.1K Buy
+1,651
New +$64.9K ﹤0.01% 367

Other funds holding EV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
JP Morgan Chase
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

Northwest & Ethical Investments's EV Position: Q2 2017 in Review

Northwest & Ethical Investments sold out of Eaton Vance Corp. (EV) in Q2 2017, closing a stake of 1,151 shares — an estimated $51.7K sold.

Northwest & Ethical Investments first reported a position in EV in Q4 2016 and held it in 2 quarters. The position peaked at $69.1K in Q4 2016. 370 funds tracked by Wall St. Rank hold EV as of Q2 2017.

  • Northwest & Ethical Investments reported no remaining Eaton Vance Corp. position as of Q2 2017 after selling out during the quarter.
  • Northwest & Ethical Investments sold 1,151 Eaton Vance Corp. shares in Q2 2017, an estimated $51.7K.
  • Northwest & Ethical Investments first reported a position in Eaton Vance Corp. in Q4 2016 and held it in 2 quarters.
  • Northwest & Ethical Investments's Eaton Vance Corp. position peaked at $69.1K in Q4 2016.
  • 370 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q2 2017.

Based on Northwest & Ethical Investments's 13F filing for Q2 2017, filed 8 Jul 2025.