Ruggie Capital Group’s Eaton Vance Corp. EV Stock Holding History

Ruggie Capital Group’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
2018 Q2	–	Sell	-227	Closed	-$13K	–	353
2018 Q1	$13K	Hold	227	–	–	0.01%	211
2017 Q4	$13K	Buy	+227	New	+$12K	0.01%	210

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ruggie Capital Group's EV Position: Q2 2018 in Review

Ruggie Capital Group sold out of Eaton Vance Corp. (EV) in Q2 2018, closing a stake of 227 shares — an estimated $13K sold.

Ruggie Capital Group first reported a position in EV in Q4 2017 and held it in 2 quarters. The position peaked at $13K in Q1 2018. 371 funds tracked by Wall St. Rank hold EV as of Q2 2018.

Ruggie Capital Group reported no remaining Eaton Vance Corp. position as of Q2 2018 after selling out during the quarter.
Ruggie Capital Group sold 227 Eaton Vance Corp. shares in Q2 2018, an estimated $13K.
Ruggie Capital Group first reported a position in Eaton Vance Corp. in Q4 2017 and held it in 2 quarters.
Ruggie Capital Group's Eaton Vance Corp. position peaked at $13K in Q1 2018.
371 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q2 2018.

Based on Ruggie Capital Group's 13F filing for Q2 2018, filed 15 Aug 2018.