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Rosenblum Silverman Sutton’s Eaton Vance Corp. EV Stock Holding History

Rosenblum Silverman Sutton’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
2015
Q3 		– Sell
-8,000
Closed -$313K – 73
2015
Q2 		$313K Buy
+8,000
New +$330K 0.13% 65
2014
Q4 		$327K Hold
8,000
– – 0.14% 72
2014
Q3 		$302K Buy
+8,000
New +$300K 0.14% 71

Other funds holding EV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Rosenblum Silverman Sutton's EV Position: Q3 2015 in Review

Rosenblum Silverman Sutton sold out of Eaton Vance Corp. (EV) in Q3 2015, closing a stake of 8,000 shares — an estimated $313K sold.

Rosenblum Silverman Sutton first reported a position in EV in Q3 2014 and held it in 3 quarters. The position peaked at $327K in Q4 2014. 293 funds tracked by Wall St. Rank hold EV as of Q3 2015.

  • Rosenblum Silverman Sutton reported no remaining Eaton Vance Corp. position as of Q3 2015 after selling out during the quarter.
  • Rosenblum Silverman Sutton sold 8,000 Eaton Vance Corp. shares in Q3 2015, an estimated $313K.
  • Rosenblum Silverman Sutton first reported a position in Eaton Vance Corp. in Q3 2014 and held it in 3 quarters.
  • Rosenblum Silverman Sutton's Eaton Vance Corp. position peaked at $327K in Q4 2014.
  • 293 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2015.

Based on Rosenblum Silverman Sutton's 13F filing for Q3 2015, filed 16 Nov 2015.