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

Quantinno 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
2020 Q4	–	Sell	-6,541	Closed	-$250K	–	449
2020 Q3	$250K	Sell	6,541 -2,262	-26%	-$86.5K	0.17%	309
2020 Q2	$340K	Buy	+8,803	New	+$321K	0.34%	125
2020 Q1	–	Sell	-10,148	Closed	-$474K	–	607
2019 Q4	$474K	Sell	10,148 -2,518	-20%	-$116K	0.3%	119
2019 Q3	$569K	Sell	12,666 -5,913	-32%	-$256K	0.38%	56
2019 Q2	$801K	Buy	+18,579	New	+$758K	0.47%	4

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

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

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

Quantinno Capital Management's EV Position: Q4 2020 in Review

Quantinno Capital Management sold out of Eaton Vance Corp. (EV) in Q4 2020, closing a stake of 6,541 shares — an estimated $250K sold.

Quantinno Capital Management first reported a position in EV in Q2 2019 and held it in 5 quarters. The position peaked at $801K in Q2 2019. 377 funds tracked by Wall St. Rank hold EV as of Q4 2020.

Quantinno Capital Management reported no remaining Eaton Vance Corp. position as of Q4 2020 after selling out during the quarter.
Quantinno Capital Management sold 6,541 Eaton Vance Corp. shares in Q4 2020, an estimated $250K.
Quantinno Capital Management first reported a position in Eaton Vance Corp. in Q2 2019 and held it in 5 quarters.
Quantinno Capital Management's Eaton Vance Corp. position peaked at $801K in Q2 2019.
377 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2020.

Based on Quantinno Capital Management's 13F filing for Q4 2020, filed 9 Feb 2021.