SWP
EV

Stratos Wealth Partners’s Eaton Vance Corp. EV Stock Holding History

Stratos Wealth Partners’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
-3,669
Closed -$249K – 1183
2020
Q4 		$249K Buy
+3,669
New +$229K 0.01% 919
2018
Q4 		– Sell
-4,581
Closed -$241K – 2812
2018
Q3 		$241K Buy
4,581
+57
+1% +$3.02K 0.01% 785
2018
Q2 		$236K Sell
4,524
-525
-10% -$28.9K 0.01% 839
2018
Q1 		$281K Sell
5,049
-104
-2% -$5.91K 0.01% 749
2017
Q4 		$291K Buy
5,153
+177
+4% +$9.37K 0.01% 724
2017
Q3 		$246K Sell
4,976
-105
-2% -$5.02K 0.01% 769
2017
Q2 		$240K Buy
5,081
+49
+1% +$2.23K 0.01% 720
2017
Q1 		$226K Buy
+5,032
New +$223K 0.01% 684

Other funds holding EV

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

Stratos Wealth Partners's EV Position: Q1 2021 in Review

Stratos Wealth Partners sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 3,669 shares — an estimated $249K sold.

Stratos Wealth Partners first reported a position in EV in Q1 2017 and held it in 8 quarters. The position peaked at $291K in Q4 2017. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

  • Stratos Wealth Partners reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
  • Stratos Wealth Partners sold 3,669 Eaton Vance Corp. shares in Q1 2021, an estimated $249K.
  • Stratos Wealth Partners first reported a position in Eaton Vance Corp. in Q1 2017 and held it in 8 quarters.
  • Stratos Wealth Partners's Eaton Vance Corp. position peaked at $291K in Q4 2017.
  • 1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on Stratos Wealth Partners's 13F filing for Q1 2021, filed 27 Apr 2021.