Shine Investment Advisory Services’s Eaton Vance Corp. EV Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$80K	Hold	2,103	–	–	0.03%	228
2020 Q2	$81K	Hold	2,103	–	–	0.03%	223
2020 Q1	$68K	Hold	2,103	–	–	0.03%	228
2019 Q4	$98K	Hold	2,103	–	–	0.04%	218
2019 Q3	$94K	Hold	2,103	–	–	0.04%	196
2019 Q2	$91K	Buy	2,103 +660	+46%	+$26.9K	0.04%	203
2019 Q1	$58K	Hold	1,443	–	–	0.03%	279
2018 Q4	$51K	Hold	1,443	–	–	0.03%	279
2018 Q3	$76K	Hold	1,443	–	–	0.04%	228
2018 Q2	$75K	Hold	1,443	–	–	0.04%	236
2018 Q1	$80K	Hold	1,443	–	–	0.04%	208
2017 Q4	$81K	Hold	1,443	–	–	0.04%	214
2017 Q3	$71K	Hold	1,443	–	–	0.04%	231
2017 Q2	$68K	Buy	+1,443	New	+$65.7K	0.03%	218

Other funds holding EV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Shine Investment Advisory Services's EV Position: Q3 2020 in Review

Shine Investment Advisory Services held its Eaton Vance Corp. (EV) position steady in Q3 2020 at 2,103 shares worth $80K. The position accounts for 0.03% of the portfolio, ranked #228.

Shine Investment Advisory Services first reported a position in EV in Q2 2017 and has held it in 14 quarters since. The position peaked at $98K in Q4 2019. 321 funds tracked by Wall St. Rank hold EV as of Q3 2020.

Shine Investment Advisory Services held 2,103 shares of Eaton Vance Corp. worth $80K as of Q3 2020.
Shine Investment Advisory Services left its Eaton Vance Corp. share count unchanged in Q3 2020.
Eaton Vance Corp. made up 0.03% of Shine Investment Advisory Services's portfolio in Q3 2020, its #228 holding.
Shine Investment Advisory Services first reported a position in Eaton Vance Corp. in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Eaton Vance Corp. position peaked at $98K in Q4 2019.
321 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.