SevenBridge Financial Group’s Eaton Vance Corp. EV Stock Holding History

SevenBridge Financial 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
2019 Q3	–	Sell	-4,750	Closed	-$205K	–	629
2019 Q2	$205K	Sell	4,750 -135	-3%	-$5.51K	0.07%	153
2019 Q1	$197K	Sell	4,885 -100	-2%	-$3.97K	0.07%	145
2018 Q4	$175K	Sell	4,985 -500	-9%	-$21.1K	0.11%	133
2018 Q3	$288K	Sell	5,485 -225	-4%	-$11.9K	0.15%	103
2018 Q2	$298K	Sell	5,710 -175	-3%	-$9.64K	0.17%	105
2018 Q1	$328K	Sell	5,885 -202	-3%	-$11.5K	0.19%	99
2017 Q4	$343K	Sell	6,087 -904	-13%	-$47.8K	0.19%	104
2017 Q3	$345K	Sell	6,991 -100	-1%	-$4.78K	0.2%	105
2017 Q2	$336K	Sell	7,091 -75	-1%	-$3.41K	0.21%	102
2017 Q1	$311K	Sell	7,166 -1,430	-17%	-$63.4K	0.2%	99
2016 Q4	$320K	Hold	8,596	–	–	0.23%	96
2016 Q3	$320K	Sell	8,596 -29,002	-77%	-$1.11M	0.23%	96
2016 Q2	$1.33M	Buy	+37,598	New	+$1.32M	0.93%	34

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SevenBridge Financial Group's EV Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Eaton Vance Corp. (EV) in Q3 2019, closing a stake of 4,750 shares — an estimated $205K sold.

SevenBridge Financial Group first reported a position in EV in Q2 2016 and held it in 13 quarters. The position peaked at $1.33M in Q2 2016. 346 funds tracked by Wall St. Rank hold EV as of Q3 2019.

SevenBridge Financial Group reported no remaining Eaton Vance Corp. position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 4,750 Eaton Vance Corp. shares in Q3 2019, an estimated $205K.
SevenBridge Financial Group first reported a position in Eaton Vance Corp. in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's Eaton Vance Corp. position peaked at $1.33M in Q2 2016.
346 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.