ST
EV

Stifel Trust’s Eaton Vance Corp. EV Stock Holding History

Stifel Trust’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
2014
Q3 		$6K Hold
147
– – ﹤0.01% 469
2014
Q2 		$6K Hold
147
– – ﹤0.01% 409
2014
Q1 		$6K Hold
147
– – ﹤0.01% 433
2013
Q4 		$7K Hold
147
– – ﹤0.01% 410
2013
Q3 		$6K Hold
147
– – ﹤0.01% 417
2013
Q2 		$6K Buy
+147
New +$5.91K ﹤0.01% 415

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Stifel Trust's EV Position: Q3 2014 in Review

Stifel Trust held its Eaton Vance Corp. (EV) position steady in Q3 2014 at 147 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Stifel Trust first reported a position in EV in Q2 2013 and has held it in 6 quarters since. The position peaked at $7K in Q4 2013. 292 funds tracked by Wall St. Rank hold EV as of Q3 2014.

  • Stifel Trust held 147 shares of Eaton Vance Corp. worth $6K as of Q3 2014.
  • Stifel Trust left its Eaton Vance Corp. share count unchanged in Q3 2014.
  • Eaton Vance Corp. made up ﹤0.01% of Stifel Trust's portfolio in Q3 2014, its #469 holding.
  • Stifel Trust first reported a position in Eaton Vance Corp. in Q2 2013 and has held it in 6 quarters since.
  • Stifel Trust's Eaton Vance Corp. position peaked at $7K in Q4 2013.
  • 292 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.