RIA
EV

Realta Investment Advisors’s Eaton Vance Corp. EV Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-183
Closed -$8K – 1576
2019
Q4 		$8K Sell
183
-821
-82% -$38K ﹤0.01% 1223
2019
Q3 		$45K Buy
1,004
+4
+0.4% +$173 0.01% 706
2019
Q2 		$42K Buy
1,000
+82
+9% +$3.35K 0.01% 723
2019
Q1 		$38K Buy
+918
New +$36.4K 0.02% 618

Other funds holding EV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Realta Investment Advisors's EV Position: Q1 2020 in Review

Realta Investment Advisors sold out of Eaton Vance Corp. (EV) in Q1 2020, closing a stake of 183 shares — an estimated $8K sold.

Realta Investment Advisors first reported a position in EV in Q1 2019 and held it in 4 quarters. The position peaked at $45K in Q3 2019. 334 funds tracked by Wall St. Rank hold EV as of Q1 2020.

  • Realta Investment Advisors reported no remaining Eaton Vance Corp. position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 183 Eaton Vance Corp. shares in Q1 2020, an estimated $8K.
  • Realta Investment Advisors first reported a position in Eaton Vance Corp. in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Eaton Vance Corp. position peaked at $45K in Q3 2019.
  • 334 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.