Summit Trail Advisors’s Eaton Vance Corp. EV Stock Holding History

Summit Trail Advisors’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
2018 Q1	–	Sell	-1,820	Closed	-$106K	–	1911
2017 Q4	$106K	Buy	+1,820	New	+$96.3K	0.01%	608

Other funds holding EV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Summit Trail Advisors's EV Position: Q1 2018 in Review

Summit Trail Advisors sold out of Eaton Vance Corp. (EV) in Q1 2018, closing a stake of 1,820 shares — an estimated $106K sold.

Summit Trail Advisors first reported a position in EV in Q4 2017 and held it in 1 quarter. The position peaked at $106K in Q4 2017. 361 funds tracked by Wall St. Rank hold EV as of Q1 2018.

Summit Trail Advisors reported no remaining Eaton Vance Corp. position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 1,820 Eaton Vance Corp. shares in Q1 2018, an estimated $106K.
Summit Trail Advisors first reported a position in Eaton Vance Corp. in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Eaton Vance Corp. position peaked at $106K in Q4 2017.
361 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.