SI
EV

Stephens Inc’s Eaton Vance Corp. EV Stock Holding History

Stephens Inc’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
-3,081
Closed -$209K – 1368
2020
Q4 		$209K Buy
+3,081
New +$192K ﹤0.01% 1071
2020
Q1 		– Sell
-6,857
Closed -$320K – 1233
2019
Q4 		$320K Sell
6,857
-323
-4% -$14.9K 0.01% 851
2019
Q3 		$323K Sell
7,180
-312
-4% -$13.5K 0.01% 881
2019
Q2 		$323K Sell
7,492
-1,675
-18% -$68.3K 0.01% 887
2019
Q1 		$370K Buy
9,167
+1,478
+19% +$58.6K 0.01% 842
2018
Q4 		$271K Buy
7,689
+1,764
+30% +$74.5K 0.01% 886
2018
Q3 		$311K Buy
5,925
+1,019
+21% +$54K 0.01% 921
2018
Q2 		$256K Buy
4,906
+152
+3% +$8.37K 0.01% 745
2018
Q1 		$265K Buy
+4,754
New +$270K 0.01% 599
2017
Q2 		– Sell
-4,621
Closed -$208K – 898
2017
Q1 		$208K Buy
+4,621
New +$205K 0.01% 763

Other funds holding EV

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

Stephens Inc's EV Position: Q1 2021 in Review

Stephens Inc sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 3,081 shares — an estimated $209K sold.

Stephens Inc first reported a position in EV in Q1 2017 and held it in 10 quarters. The position peaked at $370K in Q1 2019. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

  • Stephens Inc reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
  • Stephens Inc sold 3,081 Eaton Vance Corp. shares in Q1 2021, an estimated $209K.
  • Stephens Inc first reported a position in Eaton Vance Corp. in Q1 2017 and held it in 10 quarters.
  • Stephens Inc's Eaton Vance Corp. position peaked at $370K in Q1 2019.
  • 1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on Stephens Inc's 13F filing for Q1 2021, filed 14 May 2021.