OPS
EV

Orion Portfolio Solutions’s Eaton Vance Corp. EV Stock Holding History

Orion Portfolio 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
2020
Q3 		– Sell
-360
Closed -$14K – 2335
2020
Q2 		$14K Buy
360
+144
+67% +$5.24K ﹤0.01% 1093
2020
Q1 		$7K Sell
216
-181
-46% -$7.68K ﹤0.01% 1211
2019
Q4 		$19K Buy
+397
New +$18.4K ﹤0.01% 793

Other funds holding EV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Orion Portfolio Solutions's EV Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Eaton Vance Corp. (EV) in Q3 2020, closing a stake of 360 shares — an estimated $14K sold.

Orion Portfolio Solutions first reported a position in EV in Q4 2019 and held it in 3 quarters. The position peaked at $19K in Q4 2019. 321 funds tracked by Wall St. Rank hold EV as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Eaton Vance Corp. position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 360 Eaton Vance Corp. shares in Q3 2020, an estimated $14K.
  • Orion Portfolio Solutions first reported a position in Eaton Vance Corp. in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Eaton Vance Corp. position peaked at $19K in Q4 2019.
  • 321 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.