Washington Trust’s Eaton Vance Corp. EV Stock Holding History

Washington Trust’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
2020 Q2	–	Sell	-7,000	Closed	-$226K	–	1035
2020 Q1	$226K	Buy	+7,000	New	+$297K	0.01%	239
2019 Q4	–	Sell	-7,000	Closed	-$319K	–	248
2019 Q3	$319K	Hold	7,000	–	–	0.02%	188
2019 Q2	$302K	Hold	7,000	–	–	0.02%	200
2019 Q1	$276K	Hold	7,000	–	–	0.02%	196
2018 Q4	$246K	Hold	7,000	–	–	0.02%	196
2018 Q3	$368K	Sell	7,000 -51	-0.7%	-$2.7K	0.02%	182
2018 Q2	$368K	Buy	+7,051	New	+$388K	0.02%	188

Other funds holding EV

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

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

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

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Washington Trust's EV Position: Q2 2020 in Review

Washington Trust sold out of Eaton Vance Corp. (EV) in Q2 2020, closing a stake of 7,000 shares — an estimated $226K sold.

Washington Trust first reported a position in EV in Q2 2018 and held it in 7 quarters. The position peaked at $368K in Q3 2018. 337 funds tracked by Wall St. Rank hold EV as of Q2 2020.

Washington Trust reported no remaining Eaton Vance Corp. position as of Q2 2020 after selling out during the quarter.
Washington Trust sold 7,000 Eaton Vance Corp. shares in Q2 2020, an estimated $226K.
Washington Trust first reported a position in Eaton Vance Corp. in Q2 2018 and held it in 7 quarters.
Washington Trust's Eaton Vance Corp. position peaked at $368K in Q3 2018.
337 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q2 2020.

Based on Washington Trust's 13F filing for Q2 2020, filed 4 Aug 2020.