One Wealth Advisors’s Eaton Vance Corp. EV Stock Holding History

One Wealth 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
2018 Q4	–	Sell	-1,390	Closed	-$73K	–	543
2018 Q3	$73K	Hold	1,390	–	–	0.06%	231
2018 Q2	$73K	Buy	+1,390	New	+$76.6K	0.06%	225

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

One Wealth Advisors's EV Position: Q4 2018 in Review

One Wealth Advisors sold out of Eaton Vance Corp. (EV) in Q4 2018, closing a stake of 1,390 shares — an estimated $73K sold.

One Wealth Advisors first reported a position in EV in Q2 2018 and held it in 2 quarters. The position peaked at $73K in Q3 2018. 359 funds tracked by Wall St. Rank hold EV as of Q4 2018.

One Wealth Advisors reported no remaining Eaton Vance Corp. position as of Q4 2018 after selling out during the quarter.
One Wealth Advisors sold 1,390 Eaton Vance Corp. shares in Q4 2018, an estimated $73K.
One Wealth Advisors first reported a position in Eaton Vance Corp. in Q2 2018 and held it in 2 quarters.
One Wealth Advisors's Eaton Vance Corp. position peaked at $73K in Q3 2018.
359 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2018.

Based on One Wealth Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.