PFS
EV

Prospera Financial Services’s Eaton Vance Corp. EV Stock Holding History

Prospera Financial Services’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
2021
Q1 		– Sell
-12,717
Closed -$864K – 788
2020
Q4 		$864K Buy
12,717
+12,638
+15,997% +$789K 0.06% 320
2020
Q3 		$3K Sell
79
-12,359
-99% -$473K ﹤0.01% 1430
2020
Q2 		$480K Sell
12,438
-444
-3% -$16.2K 0.04% 362
2020
Q1 		$415K Sell
12,882
-10,678
-45% -$453K 0.04% 339
2019
Q4 		$1.1M Buy
23,560
+16,079
+215% +$743K 0.08% 247
2019
Q3 		$336K Buy
7,481
+77
+1% +$3.33K 0.03% 406
2019
Q2 		$319K Sell
7,404
-799
-10% -$32.6K 0.04% 389
2019
Q1 		$345K Buy
+8,203
New +$325K 0.11% 227
2018
Q4 		– Sell
-3,942
Closed -$206K – 453
2018
Q3 		$206K Sell
3,942
-1,400
-26% -$74.2K 0.04% 395
2018
Q2 		$279K Sell
5,342
-42
-0.8% -$2.31K 0.04% 362
2018
Q1 		$300K Hold
5,384
– – 0.04% 341
2017
Q4 		$305K Buy
+5,384
New +$285K 0.05% 302

Other funds holding EV

IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Prospera Financial Services's EV Position: Q1 2021 in Review

Prospera Financial Services sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 12,717 shares — an estimated $864K sold.

Prospera Financial Services first reported a position in EV in Q4 2017 and held it in 12 quarters. The position peaked at $1.1M in Q4 2019. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

  • Prospera Financial Services reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
  • Prospera Financial Services sold 12,717 Eaton Vance Corp. shares in Q1 2021, an estimated $864K.
  • Prospera Financial Services first reported a position in Eaton Vance Corp. in Q4 2017 and held it in 12 quarters.
  • Prospera Financial Services's Eaton Vance Corp. position peaked at $1.1M in Q4 2019.
  • 1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on Prospera Financial Services's 13F filing for Q1 2021, filed 6 May 2021.