SMA
EV

Simply Money Advisors’s Eaton Vance Corp. EV Stock Holding History

Simply Money 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
2013
Q3 		– Sell
-153
Closed -$6K – 390
2013
Q2 		$6K Buy
+153
New +$6.15K ﹤0.01% 231

Other funds holding EV

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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SF
Sarofim Fayez Houston, Texas $20.5B AUM
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 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

Simply Money Advisors's EV Position: Q3 2013 in Review

Simply Money Advisors sold out of Eaton Vance Corp. (EV) in Q3 2013, closing a stake of 153 shares — an estimated $6K sold.

Simply Money Advisors first reported a position in EV in Q2 2013 and held it in 1 quarter. The position peaked at $6K in Q2 2013. 294 funds tracked by Wall St. Rank hold EV as of Q3 2013.

  • Simply Money Advisors reported no remaining Eaton Vance Corp. position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 153 Eaton Vance Corp. shares in Q3 2013, an estimated $6K.
  • Simply Money Advisors first reported a position in Eaton Vance Corp. in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's Eaton Vance Corp. position peaked at $6K in Q2 2013.
  • 294 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.