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

Signature Wealth Management 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 Q4	–	Sell	-64	Closed	-$3K	–	320
2018 Q3	$3K	Hold	64	–	–	﹤0.01%	294
2018 Q2	$3K	Hold	64	–	–	﹤0.01%	291
2018 Q1	$4K	Hold	64	–	–	﹤0.01%	270
2017 Q4	$4K	Buy	+64	New	+$3.39K	﹤0.01%	279

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Signature Wealth Management Group's EV Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Eaton Vance Corp. (EV) in Q4 2018, closing a stake of 64 shares — an estimated $3K sold.

Signature Wealth Management Group first reported a position in EV in Q4 2017 and held it in 4 quarters. The position peaked at $4K in Q1 2018. 359 funds tracked by Wall St. Rank hold EV as of Q4 2018.

Signature Wealth Management Group reported no remaining Eaton Vance Corp. position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 64 Eaton Vance Corp. shares in Q4 2018, an estimated $3K.
Signature Wealth Management Group first reported a position in Eaton Vance Corp. in Q4 2017 and held it in 4 quarters.
Signature Wealth Management Group's Eaton Vance Corp. position peaked at $4K in Q1 2018.
359 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.