USCA RIA’s Eaton Vance Corp. EV Stock Holding History

USCA RIA’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
2019 Q1	–	Sell	-67,395	Closed	-$2.37M	–	467
2018 Q4	$2.37M	Buy	67,395 +16,077	+31%	+$679K	0.32%	109
2018 Q3	$2.7M	Buy	+51,318	New	+$2.72M	0.27%	118

Other funds holding EV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

USCA RIA's EV Position: Q1 2019 in Review

USCA RIA sold out of Eaton Vance Corp. (EV) in Q1 2019, closing a stake of 67,395 shares — an estimated $2.37M sold.

USCA RIA first reported a position in EV in Q3 2018 and held it in 2 quarters. The position peaked at $2.7M in Q3 2018. 352 funds tracked by Wall St. Rank hold EV as of Q1 2019.

USCA RIA reported no remaining Eaton Vance Corp. position as of Q1 2019 after selling out during the quarter.
USCA RIA sold 67,395 Eaton Vance Corp. shares in Q1 2019, an estimated $2.37M.
USCA RIA first reported a position in Eaton Vance Corp. in Q3 2018 and held it in 2 quarters.
USCA RIA's Eaton Vance Corp. position peaked at $2.7M in Q3 2018.
352 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2019.

Based on USCA RIA's 13F filing for Q1 2019, filed 13 May 2019.