Steward Partners Investment Advisory’s Eaton Vance Corp. EV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-25,582
| Closed | -$1.74M | – | 3537 |
|
|
2020
Q4 | $1.74M | Sell |
25,582
-2,257
| -8% | -$141K | 0.04% | 393 |
|
|
2020
Q3 | $1.06M | Buy |
27,839
+887
| +3% | +$33.9K | 0.03% | 473 |
|
|
2020
Q2 | $1.04M | Buy |
26,952
+2,884
| +12% | +$105K | 0.03% | 442 |
|
|
2020
Q1 | $776K | Buy |
24,068
+2,276
| +10% | +$96.5K | 0.03% | 450 |
|
|
2019
Q4 | $1.02M | Buy |
21,792
+811
| +4% | +$37.5K | 0.03% | 453 |
|
|
2019
Q3 | $942K | Buy |
20,981
+787
| +4% | +$34.1K | 0.03% | 425 |
|
|
2019
Q2 | $870K | Buy |
20,194
+244
| +1% | +$9.96K | 0.03% | 417 |
|
|
2019
Q1 | $804K | Buy |
19,950
+644
| +3% | +$25.6K | 0.03% | 406 |
|
|
2018
Q4 | $679K | Buy |
19,306
+2,691
| +16% | +$114K | 0.03% | 417 |
|
|
2018
Q3 | $873K | Buy |
16,615
+1,367
| +9% | +$72.4K | 0.04% | 378 |
|
|
2018
Q2 | $796K | Buy |
15,248
+1,898
| +14% | +$105K | 0.05% | 343 |
|
|
2018
Q1 | $743K | Sell |
13,350
-28
| -0.2% | -$1.59K | 0.05% | 324 |
|
|
2017
Q4 | $754K | Buy |
13,378
+217
| +2% | +$11.5K | 0.06% | 281 |
|
|
2017
Q3 | $649K | Buy |
13,161
+650
| +5% | +$31.1K | 0.07% | 253 |
|
|
2017
Q2 | $592K | Buy |
12,511
+12,048
| +2,602% | +$548K | 0.07% | 247 |
|
|
2017
Q1 | $20K | Buy |
463
+91
| +24% | +$4.04K | ﹤0.01% | 769 |
|
|
2016
Q4 | $15K | Buy |
+372
| New | +$14.6K | 0.01% | 492 |
|
Other funds holding EV
Steward Partners Investment Advisory's EV Position: Q1 2021 in Review
Steward Partners Investment Advisory sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 25,582 shares — an estimated $1.74M sold.
Steward Partners Investment Advisory first reported a position in EV in Q4 2016 and held it in 17 quarters. The position peaked at $1.74M in Q4 2020. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.
- Steward Partners Investment Advisory reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
- Steward Partners Investment Advisory sold 25,582 Eaton Vance Corp. shares in Q1 2021, an estimated $1.74M.
- Steward Partners Investment Advisory first reported a position in Eaton Vance Corp. in Q4 2016 and held it in 17 quarters.
- Steward Partners Investment Advisory's Eaton Vance Corp. position peaked at $1.74M in Q4 2020.
- 1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2021, filed 14 May 2021.