UFF
EV

USA Financial Formulas’s Eaton Vance Corp. EV Stock Holding History

USA Financial Formulas’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
2015
Q1 		– Sell
-9,710
Closed -$397K – 251
2014
Q4 		$397K Buy
+9,710
New +$382K 0.14% 155

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
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return

USA Financial Formulas's EV Position: Q1 2015 in Review

USA Financial Formulas sold out of Eaton Vance Corp. (EV) in Q1 2015, closing a stake of 9,710 shares — an estimated $397K sold.

USA Financial Formulas first reported a position in EV in Q4 2014 and held it in 1 quarter. The position peaked at $397K in Q4 2014. 302 funds tracked by Wall St. Rank hold EV as of Q1 2015.

  • USA Financial Formulas reported no remaining Eaton Vance Corp. position as of Q1 2015 after selling out during the quarter.
  • USA Financial Formulas sold 9,710 Eaton Vance Corp. shares in Q1 2015, an estimated $397K.
  • USA Financial Formulas first reported a position in Eaton Vance Corp. in Q4 2014 and held it in 1 quarter.
  • USA Financial Formulas's Eaton Vance Corp. position peaked at $397K in Q4 2014.
  • 302 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2015.

Based on USA Financial Formulas's 13F filing for Q1 2015, filed 5 May 2015.