SeaCrest Wealth Management’s Eaton Vance Corp. EV Stock Holding History

SeaCrest Wealth Management’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
2019 Q2	–	Sell	-453	Closed	-$18K	–	2083
2019 Q1	$18K	Buy	453 +1	+0.2%	+$40	﹤0.01%	1339
2018 Q4	$16K	Buy	452 +1	+0.2%	+$42	﹤0.01%	1341
2018 Q3	$24K	Hold	451	–	–	﹤0.01%	1317
2018 Q2	$24K	Buy	451 +170	+60%	+$9.37K	﹤0.01%	1292
2018 Q1	$16K	Buy	281 +1	+0.4%	+$57	﹤0.01%	1425
2017 Q4	$16K	Buy	+280	New	+$14.8K	﹤0.01%	1423

Other funds holding EV

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

SeaCrest Wealth Management's EV Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of Eaton Vance Corp. (EV) in Q2 2019, closing a stake of 453 shares — an estimated $18K sold.

SeaCrest Wealth Management first reported a position in EV in Q4 2017 and held it in 6 quarters. The position peaked at $24K in Q3 2018. 352 funds tracked by Wall St. Rank hold EV as of Q2 2019.

SeaCrest Wealth Management reported no remaining Eaton Vance Corp. position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 453 Eaton Vance Corp. shares in Q2 2019, an estimated $18K.
SeaCrest Wealth Management first reported a position in Eaton Vance Corp. in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's Eaton Vance Corp. position peaked at $24K in Q3 2018.
352 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.