SFA
EV

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

Sequoia 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
2014
Q2 		– Sell
-6,544
Closed -$250K – 175
2014
Q1 		$250K Hold
6,544
– – 0.21% 123
2013
Q4 		$280K Buy
+6,544
New +$270K 0.23% 101

Other funds holding EV

IIS
Ignis Investment Services Edinburgh, United Kingdom $29.9B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Sequoia Financial Advisors's EV Position: Q2 2014 in Review

Sequoia Financial Advisors sold out of Eaton Vance Corp. (EV) in Q2 2014, closing a stake of 6,544 shares — an estimated $250K sold.

Sequoia Financial Advisors first reported a position in EV in Q4 2013 and held it in 2 quarters. The position peaked at $280K in Q4 2013. 300 funds tracked by Wall St. Rank hold EV as of Q2 2014.

  • Sequoia Financial Advisors reported no remaining Eaton Vance Corp. position as of Q2 2014 after selling out during the quarter.
  • Sequoia Financial Advisors sold 6,544 Eaton Vance Corp. shares in Q2 2014, an estimated $250K.
  • Sequoia Financial Advisors first reported a position in Eaton Vance Corp. in Q4 2013 and held it in 2 quarters.
  • Sequoia Financial Advisors's Eaton Vance Corp. position peaked at $280K in Q4 2013.
  • 300 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q2 2014.

Based on Sequoia Financial Advisors's 13F filing for Q2 2014, filed 5 Aug 2014.