Robert N. Shapiro’s Eaton Vance Corp. EV Stock Holding History

Robert N. Shapiro’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
2014 Q4	$3K	Sell	72 -2	-3%	-$79	﹤0.01%	816
2014 Q3	$3K	Hold	74	–	–	﹤0.01%	816
2014 Q2	$3K	Hold	74	–	–	﹤0.01%	729
2014 Q1	$3K	Sell	74 -2	-3%	-$77	﹤0.01%	728
2013 Q4	$3K	Sell	76 -2,310	-97%	-$95.4K	﹤0.01%	726
2013 Q3	$93K	Hold	2,386	–	–	0.02%	430
2013 Q2	$90K	Buy	+2,386	New	+$96K	0.02%	416

Other funds holding EV

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

HCM

Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Robert N. Shapiro's EV Position: Q4 2014 in Review

Robert N. Shapiro reduced its Eaton Vance Corp. (EV) stake by 2.7% in Q4 2014, selling an estimated $79 and leaving 72 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Robert N. Shapiro first reported a position in EV in Q2 2013 and has held it in 7 quarters since. The position peaked at $93K in Q3 2013. 312 funds tracked by Wall St. Rank hold EV as of Q4 2014.

Robert N. Shapiro held 72 shares of Eaton Vance Corp. worth $3K as of Q4 2014.
Robert N. Shapiro sold 2 Eaton Vance Corp. shares in Q4 2014, an estimated $79.
Eaton Vance Corp. made up ﹤0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #816 holding.
Robert N. Shapiro first reported a position in Eaton Vance Corp. in Q2 2013 and has held it in 7 quarters since.
Robert N. Shapiro's Eaton Vance Corp. position peaked at $93K in Q3 2013.
312 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.