Valeo Financial Advisors’s Eaton Vance Corp. EV Stock Holding History

Valeo Financial 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	-143	Closed	-$10K	–	2263
2020 Q4	$10K	Hold	143	–	–	﹤0.01%	1210
2020 Q3	$5K	Hold	143	–	–	﹤0.01%	1280
2020 Q2	$6K	Buy	143 +82	+134%	+$2.98K	﹤0.01%	1489
2020 Q1	$2K	Buy	+61	New	+$2.59K	﹤0.01%	1603
2018 Q2	–	Sell	-185	Closed	-$10K	–	1803
2018 Q1	$10K	Buy	+185	New	+$10.5K	﹤0.01%	938

Other funds holding EV

IAIM

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

Valeo Financial Advisors's EV Position: Q1 2021 in Review

Valeo Financial Advisors sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 143 shares — an estimated $10K sold.

Valeo Financial Advisors first reported a position in EV in Q1 2018 and held it in 5 quarters. The position peaked at $10K in Q4 2020. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

Valeo Financial Advisors reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
Valeo Financial Advisors sold 143 Eaton Vance Corp. shares in Q1 2021, an estimated $10K.
Valeo Financial Advisors first reported a position in Eaton Vance Corp. in Q1 2018 and held it in 5 quarters.
Valeo Financial Advisors's Eaton Vance Corp. position peaked at $10K in Q4 2020.
1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.