VA
EV

Valmark Advisers’s Eaton Vance Corp. EV Stock Holding History

Valmark Advisers’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
-4,581
Closed -$311K – 395
2020
Q4 		$311K Buy
+4,581
New +$286K 0.01% 296

Other funds holding EV

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

Valmark Advisers's EV Position: Q1 2021 in Review

Valmark Advisers sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 4,581 shares — an estimated $311K sold.

Valmark Advisers first reported a position in EV in Q4 2020 and held it in 1 quarter. The position peaked at $311K in Q4 2020. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

  • Valmark Advisers reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
  • Valmark Advisers sold 4,581 Eaton Vance Corp. shares in Q1 2021, an estimated $311K.
  • Valmark Advisers first reported a position in Eaton Vance Corp. in Q4 2020 and held it in 1 quarter.
  • Valmark Advisers's Eaton Vance Corp. position peaked at $311K in Q4 2020.
  • 1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on Valmark Advisers's 13F filing for Q1 2021, filed 4 May 2021.