Reilly Financial Advisors’s Eaton Vance Corp. EV Stock Holding History

Reilly Financial 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 Q3	–	Sell	-155	Closed	-$6K	–	966
2020 Q2	$6K	Hold	155	–	–	﹤0.01%	687
2020 Q1	$5K	Hold	155	–	–	﹤0.01%	698
2019 Q4	$7K	Hold	155	–	–	﹤0.01%	699
2019 Q3	$7K	Hold	155	–	–	﹤0.01%	702
2019 Q2	$7K	Hold	155	–	–	﹤0.01%	739
2019 Q1	$6K	Hold	155	–	–	﹤0.01%	778
2018 Q4	$5K	Hold	155	–	–	﹤0.01%	769
2018 Q3	$8K	Hold	155	–	–	﹤0.01%	758
2018 Q2	$8K	Hold	155	–	–	﹤0.01%	737
2018 Q1	$9K	Hold	155	–	–	﹤0.01%	686
2017 Q4	$9K	Hold	155	–	–	﹤0.01%	686
2017 Q3	$8K	Hold	155	–	–	﹤0.01%	683
2017 Q2	$7K	Hold	155	–	–	﹤0.01%	730
2017 Q1	$7K	Hold	155	–	–	﹤0.01%	688
2016 Q4	$7K	Hold	155	–	–	﹤0.01%	621
2016 Q3	$6K	Hold	155	–	–	﹤0.01%	626
2016 Q2	$5K	Hold	155	–	–	﹤0.01%	617
2016 Q1	$5K	Hold	155	–	–	﹤0.01%	925
2015 Q4	$5K	Hold	155	–	–	﹤0.01%	942
2015 Q3	$5K	Hold	155	–	–	﹤0.01%	973
2015 Q2	$6K	Hold	155	–	–	﹤0.01%	1031
2015 Q1	$6K	Hold	155	–	–	﹤0.01%	984
2014 Q4	$6K	Hold	155	–	–	﹤0.01%	604
2014 Q3	$6K	Hold	155	–	–	﹤0.01%	617
2014 Q2	$6K	Hold	155	–	–	﹤0.01%	654
2014 Q1	$6K	Hold	155	–	–	﹤0.01%	652
2013 Q4	$7K	Hold	155	–	–	﹤0.01%	613
2013 Q3	$6K	Hold	155	–	–	﹤0.01%	573
2013 Q2	$6K	Buy	+155	New	+$6.24K	﹤0.01%	597

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

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

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Reilly Financial Advisors's EV Position: Q3 2020 in Review

Reilly Financial Advisors sold out of Eaton Vance Corp. (EV) in Q3 2020, closing a stake of 155 shares — an estimated $6K sold.

Reilly Financial Advisors first reported a position in EV in Q2 2013 and held it in 29 quarters. The position peaked at $9K in Q1 2018. 321 funds tracked by Wall St. Rank hold EV as of Q3 2020.

Reilly Financial Advisors reported no remaining Eaton Vance Corp. position as of Q3 2020 after selling out during the quarter.
Reilly Financial Advisors sold 155 Eaton Vance Corp. shares in Q3 2020, an estimated $6K.
Reilly Financial Advisors first reported a position in Eaton Vance Corp. in Q2 2013 and held it in 29 quarters.
Reilly Financial Advisors's Eaton Vance Corp. position peaked at $9K in Q1 2018.
321 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2020.

Based on Reilly Financial Advisors's 13F filing for Q3 2020, filed 6 Nov 2020.