Personal Wealth Partners’s Eaton Vance Corp. EV Stock Holding History

Personal Wealth Partners’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 Q1	–	Sell	-7	Closed	–	–	682
2019 Q4	$0	Hold	7	–	–	﹤0.01%	723
2019 Q3	$0	Buy	+7	New	+$303	﹤0.01%	730

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Personal Wealth Partners's EV Position: Q1 2020 in Review

Personal Wealth Partners sold out of Eaton Vance Corp. (EV) in Q1 2020, closing a stake of 7 shares.

Personal Wealth Partners first reported a position in EV in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 334 funds tracked by Wall St. Rank hold EV as of Q1 2020.

Personal Wealth Partners reported no remaining Eaton Vance Corp. position as of Q1 2020 after selling out during the quarter.
Personal Wealth Partners sold 7 Eaton Vance Corp. shares in Q1 2020.
Personal Wealth Partners first reported a position in Eaton Vance Corp. in Q3 2019 and held it in 2 quarters.
Personal Wealth Partners's Eaton Vance Corp. position peaked at $0 in Q4 2019.
334 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.