SFS
EV

Sowell Financial Services’s Eaton Vance Corp. EV Stock Holding History

Sowell Financial 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
2021
Q1 		– Sell
-32
Closed -$2K – 3426
2020
Q4 		$2K Buy
32
+24
+300% +$1.5K ﹤0.01% 2526
2020
Q3 		$0 Hold
8
– – ﹤0.01% 2801
2020
Q2 		$0 Hold
8
– – ﹤0.01% 2767
2020
Q1 		$0 Hold
8
– – ﹤0.01% 2801
2019
Q4 		$0 Hold
8
– – ﹤0.01% 2721
2019
Q3 		$0 Buy
+8
New +$346 ﹤0.01% 2492

Other funds holding EV

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

Sowell Financial Services's EV Position: Q1 2021 in Review

Sowell Financial Services sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 32 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in EV in Q3 2019 and held it in 6 quarters. The position peaked at $2K in Q4 2020. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

  • Sowell Financial Services reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 32 Eaton Vance Corp. shares in Q1 2021, an estimated $2K.
  • Sowell Financial Services first reported a position in Eaton Vance Corp. in Q3 2019 and held it in 6 quarters.
  • Sowell Financial Services's Eaton Vance Corp. position peaked at $2K in Q4 2020.
  • 1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.