Rational Advisors’s Eaton Vance Corp. EV Stock Holding History

Rational Advisors’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 Q4	–	Sell	-5,300	Closed	-$262K	–	403
2017 Q3	$262K	Buy	+5,300	New	+$253K	0.14%	173
2015 Q3	$1.5M	Hold	45,000	–	–	0.61%	69
2015 Q2	$1.76M	Buy	45,000 +16,750	+59%	+$690K	0.57%	67
2015 Q1	$1.18M	Sell	28,250 -16,000	-36%	-$662K	0.28%	115
2014 Q4	$1.81M	Buy	+44,250	New	+$1.74M	0.36%	93
2013 Q4	$115K	Sell	2,684 -300	-10%	-$12.4K	0.01%	593
2013 Q3	$116K	Sell	2,984 -31	-1%	-$1.23K	0.01%	615
2013 Q2	$113K	Buy	+3,015	New	+$121K	0.01%	613

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

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

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

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

EVM

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

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

Rational Advisors's EV Position: Q4 2017 in Review

Rational Advisors sold out of Eaton Vance Corp. (EV) in Q4 2017, closing a stake of 5,300 shares — an estimated $262K sold.

Rational Advisors first reported a position in EV in Q2 2013 and held it in 8 quarters. The position peaked at $1.81M in Q4 2014. 374 funds tracked by Wall St. Rank hold EV as of Q4 2017.

Rational Advisors reported no remaining Eaton Vance Corp. position as of Q4 2017 after selling out during the quarter.
Rational Advisors sold 5,300 Eaton Vance Corp. shares in Q4 2017, an estimated $262K.
Rational Advisors first reported a position in Eaton Vance Corp. in Q2 2013 and held it in 8 quarters.
Rational Advisors's Eaton Vance Corp. position peaked at $1.81M in Q4 2014.
374 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2017.

Based on Rational Advisors's 13F filing for Q4 2017, filed 8 Feb 2018.