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

Principle 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 Q3	–	Sell	-271	Closed	-$10K	–	472
2020 Q2	$10K	Buy	+271	New	+$9.87K	﹤0.01%	408

Other funds holding EV

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Principle Wealth Partners's EV Position: Q3 2020 in Review

Principle Wealth Partners sold out of Eaton Vance Corp. (EV) in Q3 2020, closing a stake of 271 shares — an estimated $10K sold.

Principle Wealth Partners first reported a position in EV in Q2 2020 and held it in 1 quarter. The position peaked at $10K in Q2 2020. 321 funds tracked by Wall St. Rank hold EV as of Q3 2020.

Principle Wealth Partners reported no remaining Eaton Vance Corp. position as of Q3 2020 after selling out during the quarter.
Principle Wealth Partners sold 271 Eaton Vance Corp. shares in Q3 2020, an estimated $10K.
Principle Wealth Partners first reported a position in Eaton Vance Corp. in Q2 2020 and held it in 1 quarter.
Principle Wealth Partners's Eaton Vance Corp. position peaked at $10K in Q2 2020.
321 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.