Sound Income Strategies’s Eaton Vance Corp. EV Stock Holding History

Sound Income Strategies’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
2021 Q1	–	Sell	-133	Closed	-$9K	–	1080
2020 Q4	$9K	Hold	133	–	–	﹤0.01%	490
2020 Q3	$5K	Hold	133	–	–	﹤0.01%	559
2020 Q2	$5K	Hold	133	–	–	﹤0.01%	520
2020 Q1	$4K	Hold	133	–	–	﹤0.01%	510
2019 Q4	$6K	Hold	133	–	–	﹤0.01%	442
2019 Q3	$6K	Hold	133	–	–	﹤0.01%	407
2019 Q2	$6K	Hold	133	–	–	﹤0.01%	427
2019 Q1	$5K	Hold	133	–	–	﹤0.01%	454
2018 Q4	$5K	Hold	133	–	–	﹤0.01%	445
2018 Q3	$7K	Hold	133	–	–	﹤0.01%	423
2018 Q2	$7K	Hold	133	–	–	﹤0.01%	387
2018 Q1	$7K	Hold	133	–	–	﹤0.01%	348
2017 Q4	$7K	Buy	+133	New	+$7.04K	﹤0.01%	291

Other funds holding EV

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Sound Income Strategies's EV Position: Q1 2021 in Review

Sound Income Strategies sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 133 shares — an estimated $9K sold.

Sound Income Strategies first reported a position in EV in Q4 2017 and held it in 13 quarters. The position peaked at $9K in Q4 2020. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

Sound Income Strategies reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
Sound Income Strategies sold 133 Eaton Vance Corp. shares in Q1 2021, an estimated $9K.
Sound Income Strategies first reported a position in Eaton Vance Corp. in Q4 2017 and held it in 13 quarters.
Sound Income Strategies's Eaton Vance Corp. position peaked at $9K in Q4 2020.
1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on Sound Income Strategies's 13F filing for Q1 2021, filed 14 Apr 2021.