TSWM
EV

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

Triangle Securities 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
2013
Q3 		– Sell
-3,934
Closed -$148K – 417
2013
Q2 		$148K Buy
+3,934
New +$158K 0.11% 139

Other funds holding EV

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SF
Sarofim Fayez Houston, Texas $20.5B AUM
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Triangle Securities Wealth Management's EV Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Eaton Vance Corp. (EV) in Q3 2013, closing a stake of 3,934 shares — an estimated $148K sold.

Triangle Securities Wealth Management first reported a position in EV in Q2 2013 and held it in 1 quarter. The position peaked at $148K in Q2 2013. 294 funds tracked by Wall St. Rank hold EV as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Eaton Vance Corp. position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 3,934 Eaton Vance Corp. shares in Q3 2013, an estimated $148K.
  • Triangle Securities Wealth Management first reported a position in Eaton Vance Corp. in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Eaton Vance Corp. position peaked at $148K in Q2 2013.
  • 294 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.