Thompson Siegel & Walmsley’s Eaton Vance Corp. EV Stock Holding History

Thompson Siegel & Walmsley’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 Q1	–	Sell	-40	Closed	-$2K	–	833
2019 Q4	$2K	Buy	+40	New	+$1.85K	﹤0.01%	728
2018 Q1	–	Sell	-935	Closed	-$53K	–	838
2017 Q4	$53K	Hold	935	–	–	﹤0.01%	529
2017 Q3	$46K	Hold	935	–	–	﹤0.01%	530
2017 Q2	$44K	Buy	+935	New	+$42.5K	﹤0.01%	549
2017 Q1	–	Sell	-99	Closed	-$4K	–	986
2016 Q4	$4K	Buy	+99	New	+$3.89K	﹤0.01%	718

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Thompson Siegel & Walmsley's EV Position: Q1 2020 in Review

Thompson Siegel & Walmsley sold out of Eaton Vance Corp. (EV) in Q1 2020, closing a stake of 40 shares — an estimated $2K sold.

Thompson Siegel & Walmsley first reported a position in EV in Q4 2016 and held it in 5 quarters. The position peaked at $53K in Q4 2017. 334 funds tracked by Wall St. Rank hold EV as of Q1 2020.

Thompson Siegel & Walmsley reported no remaining Eaton Vance Corp. position as of Q1 2020 after selling out during the quarter.
Thompson Siegel & Walmsley sold 40 Eaton Vance Corp. shares in Q1 2020, an estimated $2K.
Thompson Siegel & Walmsley first reported a position in Eaton Vance Corp. in Q4 2016 and held it in 5 quarters.
Thompson Siegel & Walmsley's Eaton Vance Corp. position peaked at $53K in Q4 2017.
334 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2020.

Based on Thompson Siegel & Walmsley's 13F filing for Q1 2020, filed 12 May 2020.