Old Mutual Customised Solutions’s Eaton Vance Corp. EV Stock Holding History

Old Mutual Customised Solutions’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	$63K	Sell	1,200 -5,100	-81%	-$281K	0.01%	731
2018 Q1	$351K	Hold	6,300	–	–	0.04%	454
2017 Q4	$355K	Buy	6,300 +2,300	+58%	+$122K	0.04%	452
2017 Q3	$197K	Hold	4,000	–	–	0.03%	537
2017 Q2	$189K	Hold	4,000	–	–	0.03%	540
2017 Q1	$180K	Buy	4,000 +1,400	+54%	+$62.1K	0.03%	541
2016 Q4	$109K	Buy	2,600 +1,200	+86%	+$47.2K	0.02%	636
2016 Q3	$55K	Sell	1,400 -1,300	-48%	-$49.7K	0.02%	663
2016 Q2	$95K	Hold	2,700	–	–	0.02%	620
2016 Q1	$91K	Hold	2,700	–	–	0.02%	612
2015 Q4	$88K	Hold	2,700	–	–	0.02%	614
2015 Q3	$90K	Buy	2,700 +1,400	+108%	+$51.5K	0.02%	614
2015 Q2	$51K	Buy	+1,300	New	+$53.6K	0.01%	704

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

Old Mutual Customised Solutions's EV Position: Q2 2018 in Review

Old Mutual Customised Solutions reduced its Eaton Vance Corp. (EV) stake by 81% in Q2 2018, selling an estimated $281K and leaving 1,200 shares worth $63K. The position accounts for 0.01% of the portfolio, ranked #731.

Old Mutual Customised Solutions first reported a position in EV in Q2 2015 and has held it in 13 quarters since. The position peaked at $355K in Q4 2017. 371 funds tracked by Wall St. Rank hold EV as of Q2 2018.

Old Mutual Customised Solutions held 1,200 shares of Eaton Vance Corp. worth $63K as of Q2 2018.
Old Mutual Customised Solutions sold 5,100 Eaton Vance Corp. shares in Q2 2018, an estimated $281K.
Eaton Vance Corp. made up 0.01% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #731 holding.
Old Mutual Customised Solutions first reported a position in Eaton Vance Corp. in Q2 2015 and has held it in 13 quarters since.
Old Mutual Customised Solutions's Eaton Vance Corp. position peaked at $355K in Q4 2017.
371 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.