Proficio Capital Partners’s Eaton Vance Corp. EV Stock Holding History

Proficio Capital 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
2019 Q3	–	Sell	-94	Closed	-$4K	–	1837
2019 Q2	$4K	Hold	94	–	–	﹤0.01%	1344
2019 Q1	$4K	Hold	94	–	–	﹤0.01%	1210
2018 Q4	$3K	Sell	94 -201	-68%	-$8.49K	﹤0.01%	982
2018 Q3	$16K	Hold	295	–	–	0.01%	682
2018 Q2	$15K	Hold	295	–	–	0.01%	699
2018 Q1	$16K	Hold	295	–	–	﹤0.01%	667
2017 Q4	$17K	Hold	295	–	–	0.01%	638
2017 Q3	$15K	Sell	295 -28	-9%	-$1.34K	0.01%	675
2017 Q2	$16K	Sell	323 -168	-34%	-$7.64K	0.01%	675
2017 Q1	$23K	Buy	491 +397	+422%	+$17.6K	0.01%	580
2016 Q4	$4K	Hold	94	–	–	﹤0.01%	816
2016 Q3	$4K	Hold	94	–	–	﹤0.01%	785
2016 Q2	$4K	Hold	94	–	–	﹤0.01%	751
2016 Q1	$3K	Buy	94 +80	+571%	+$2.38K	﹤0.01%	688
2015 Q4	$0	Buy	+14	New	+$491	﹤0.01%	865

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Proficio Capital Partners's EV Position: Q3 2019 in Review

Proficio Capital Partners sold out of Eaton Vance Corp. (EV) in Q3 2019, closing a stake of 94 shares — an estimated $4K sold.

Proficio Capital Partners first reported a position in EV in Q4 2015 and held it in 15 quarters. The position peaked at $23K in Q1 2017. 346 funds tracked by Wall St. Rank hold EV as of Q3 2019.

Proficio Capital Partners reported no remaining Eaton Vance Corp. position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 94 Eaton Vance Corp. shares in Q3 2019, an estimated $4K.
Proficio Capital Partners first reported a position in Eaton Vance Corp. in Q4 2015 and held it in 15 quarters.
Proficio Capital Partners's Eaton Vance Corp. position peaked at $23K in Q1 2017.
346 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.