Tiedemann Advisors’s Eaton Vance Corp. EV Stock Holding History

Tiedemann 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
2021 Q1	–	Sell	-8,923	Closed	-$606K	–	355
2020 Q4	$606K	Buy	+8,923	New	+$557K	0.03%	190
2019 Q2	–	Sell	-6,150	Closed	-$248K	–	443
2019 Q1	$248K	Buy	+6,150	New	+$244K	0.01%	383
2017 Q3	–	Sell	-4,761	Closed	-$225K	–	472
2017 Q2	$225K	Hold	4,761	–	–	0.02%	403
2017 Q1	$214K	Buy	+4,761	New	+$211K	0.02%	363

Other funds holding EV

IAIM

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

Tiedemann Advisors's EV Position: Q1 2021 in Review

Tiedemann Advisors sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 8,923 shares — an estimated $606K sold.

Tiedemann Advisors first reported a position in EV in Q1 2017 and held it in 4 quarters. The position peaked at $606K in Q4 2020. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

Tiedemann Advisors reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
Tiedemann Advisors sold 8,923 Eaton Vance Corp. shares in Q1 2021, an estimated $606K.
Tiedemann Advisors first reported a position in Eaton Vance Corp. in Q1 2017 and held it in 4 quarters.
Tiedemann Advisors's Eaton Vance Corp. position peaked at $606K in Q4 2020.
1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on Tiedemann Advisors's 13F filing for Q1 2021, filed 13 May 2021.