Piermont Capital Management’s Eaton Vance Corp. EV Stock Holding History

Piermont Capital 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
2017 Q1	–	Sell	-47,410	Closed	-$1.99M	–	283
2016 Q4	$1.99M	Sell	47,410 -610	-1%	-$24K	0.45%	93
2016 Q3	$1.88M	Buy	48,020 +2,670	+6%	+$102K	0.44%	90
2016 Q2	$1.6M	Buy	45,350 +23,751	+110%	+$833K	0.41%	93
2016 Q1	$724K	Buy	+21,599	New	+$643K	0.23%	112

Other funds holding EV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Piermont Capital Management's EV Position: Q1 2017 in Review

Piermont Capital Management sold out of Eaton Vance Corp. (EV) in Q1 2017, closing a stake of 47,410 shares — an estimated $1.99M sold.

Piermont Capital Management first reported a position in EV in Q1 2016 and held it in 4 quarters. The position peaked at $1.99M in Q4 2016. 346 funds tracked by Wall St. Rank hold EV as of Q1 2017.

Piermont Capital Management reported no remaining Eaton Vance Corp. position as of Q1 2017 after selling out during the quarter.
Piermont Capital Management sold 47,410 Eaton Vance Corp. shares in Q1 2017, an estimated $1.99M.
Piermont Capital Management first reported a position in Eaton Vance Corp. in Q1 2016 and held it in 4 quarters.
Piermont Capital Management's Eaton Vance Corp. position peaked at $1.99M in Q4 2016.
346 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2017.

Based on Piermont Capital Management's 13F filing for Q1 2017, filed 11 May 2017.