PIM
EV

Parasol Investment Management’s Eaton Vance Corp. EV Stock Holding History

Parasol Investment Management’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
2015
Q3 		– Sell
-954
Closed -$37K – 243
2015
Q2 		$37K Hold
954
– – 0.02% 123
2015
Q1 		$40K Hold
954
– – 0.03% 118
2014
Q4 		$39K Hold
954
– – 0.03% 137
2014
Q3 		$36K Hold
954
– – 0.03% 130
2014
Q2 		$36K Hold
954
– – 0.02% 135
2014
Q1 		$36K Hold
954
– – 0.03% 109
2013
Q4 		$41K Buy
+954
New +$39.4K 0.03% 94

Other funds holding EV

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.03% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 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

Parasol Investment Management's EV Position: Q3 2015 in Review

Parasol Investment Management sold out of Eaton Vance Corp. (EV) in Q3 2015, closing a stake of 954 shares — an estimated $37K sold.

Parasol Investment Management first reported a position in EV in Q4 2013 and held it in 7 quarters. The position peaked at $41K in Q4 2013. 293 funds tracked by Wall St. Rank hold EV as of Q3 2015.

  • Parasol Investment Management reported no remaining Eaton Vance Corp. position as of Q3 2015 after selling out during the quarter.
  • Parasol Investment Management sold 954 Eaton Vance Corp. shares in Q3 2015, an estimated $37K.
  • Parasol Investment Management first reported a position in Eaton Vance Corp. in Q4 2013 and held it in 7 quarters.
  • Parasol Investment Management's Eaton Vance Corp. position peaked at $41K in Q4 2013.
  • 293 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2015.

Based on Parasol Investment Management's 13F filing for Q3 2015, filed 22 Oct 2015.