SWM
EV

SVA Wealth Management’s Eaton Vance Corp. EV Stock Holding History

SVA Wealth Management’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
2020
Q4 		$395K Sell
5,821
-8,568
-60% -$535K 0.03% 181
2020
Q3 		$549K Buy
+14,389
New +$550K 0.05% 142

Other funds holding EV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SVA Wealth Management's EV Position: Q4 2020 in Review

SVA Wealth Management reduced its Eaton Vance Corp. (EV) stake by 60% in Q4 2020, selling an estimated $535K and leaving 5,821 shares worth $395K. The position accounts for 0.03% of the portfolio, ranked #181.

SVA Wealth Management first reported a position in EV in Q3 2020 and has held it in 2 quarters since. The position peaked at $549K in Q3 2020. 377 funds tracked by Wall St. Rank hold EV as of Q4 2020.

  • SVA Wealth Management held 5,821 shares of Eaton Vance Corp. worth $395K as of Q4 2020.
  • SVA Wealth Management sold 8,568 Eaton Vance Corp. shares in Q4 2020, an estimated $535K.
  • Eaton Vance Corp. made up 0.03% of SVA Wealth Management's portfolio in Q4 2020, its #181 holding.
  • SVA Wealth Management first reported a position in Eaton Vance Corp. in Q3 2020 and has held it in 2 quarters since.
  • SVA Wealth Management's Eaton Vance Corp. position peaked at $549K in Q3 2020.
  • 377 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.