Parisi Gray Wealth Management’s Eaton Vance Corp. EV Stock Holding History

Parisi Gray Wealth 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
2019 Q2	–	Sell	-635	Closed	-$26K	–	505
2019 Q1	$26K	Sell	635 -78	-11%	-$3.1K	0.02%	286
2018 Q4	$25K	Hold	713	–	–	0.02%	289
2018 Q3	$37K	Hold	713	–	–	0.02%	269
2018 Q2	$38K	Hold	713	–	–	0.03%	273
2018 Q1	$39K	Buy	713 +153	+27%	+$8.69K	0.03%	254
2017 Q4	$32K	Buy	+560	New	+$29.6K	0.02%	283

Other funds holding EV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Parisi Gray Wealth Management's EV Position: Q2 2019 in Review

Parisi Gray Wealth Management sold out of Eaton Vance Corp. (EV) in Q2 2019, closing a stake of 635 shares — an estimated $26K sold.

Parisi Gray Wealth Management first reported a position in EV in Q4 2017 and held it in 6 quarters. The position peaked at $39K in Q1 2018. 352 funds tracked by Wall St. Rank hold EV as of Q2 2019.

Parisi Gray Wealth Management reported no remaining Eaton Vance Corp. position as of Q2 2019 after selling out during the quarter.
Parisi Gray Wealth Management sold 635 Eaton Vance Corp. shares in Q2 2019, an estimated $26K.
Parisi Gray Wealth Management first reported a position in Eaton Vance Corp. in Q4 2017 and held it in 6 quarters.
Parisi Gray Wealth Management's Eaton Vance Corp. position peaked at $39K in Q1 2018.
352 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q2 2019.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.