TIM
EV

Tortoise Investment Management’s Eaton Vance Corp. EV Stock Holding History

Tortoise Investment 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
2017
Q3 		– Sell
-32
Closed -$2K – 508
2017
Q2 		$2K Hold
32
– – ﹤0.01% 463
2017
Q1 		$1K Hold
32
– – ﹤0.01% 470
2016
Q4 		$1K Sell
32
-16
-33% -$629 ﹤0.01% 483
2016
Q3 		$2K Sell
48
-49
-51% -$1.88K ﹤0.01% 409
2016
Q2 		$3K Buy
+97
New +$3.4K ﹤0.01% 430

Other funds holding EV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Tortoise Investment Management's EV Position: Q3 2017 in Review

Tortoise Investment Management sold out of Eaton Vance Corp. (EV) in Q3 2017, closing a stake of 32 shares — an estimated $2K sold.

Tortoise Investment Management first reported a position in EV in Q2 2016 and held it in 5 quarters. The position peaked at $3K in Q2 2016. 347 funds tracked by Wall St. Rank hold EV as of Q3 2017.

  • Tortoise Investment Management reported no remaining Eaton Vance Corp. position as of Q3 2017 after selling out during the quarter.
  • Tortoise Investment Management sold 32 Eaton Vance Corp. shares in Q3 2017, an estimated $2K.
  • Tortoise Investment Management first reported a position in Eaton Vance Corp. in Q2 2016 and held it in 5 quarters.
  • Tortoise Investment Management's Eaton Vance Corp. position peaked at $3K in Q2 2016.
  • 347 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2017.

Based on Tortoise Investment Management's 13F filing for Q3 2017, filed 15 Nov 2017.