WPW
EV

Waldron Private Wealth’s Eaton Vance Corp. EV Stock Holding History

Waldron Private Wealth’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
-3,508
Closed -$238K – 316
2020
Q4 		$238K Buy
+3,508
New +$219K 0.02% 262

Other funds holding EV

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

Waldron Private Wealth's EV Position: Q1 2021 in Review

Waldron Private Wealth sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 3,508 shares — an estimated $238K sold.

Waldron Private Wealth first reported a position in EV in Q4 2020 and held it in 1 quarter. The position peaked at $238K in Q4 2020. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

  • Waldron Private Wealth reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
  • Waldron Private Wealth sold 3,508 Eaton Vance Corp. shares in Q1 2021, an estimated $238K.
  • Waldron Private Wealth first reported a position in Eaton Vance Corp. in Q4 2020 and held it in 1 quarter.
  • Waldron Private Wealth's Eaton Vance Corp. position peaked at $238K in Q4 2020.
  • 1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on Waldron Private Wealth's 13F filing for Q1 2021, filed 11 May 2021.