WAS
EV

Wealth Advisory Solutions’s Eaton Vance Corp. EV Stock Holding History

Wealth Advisory Solutions’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
-10,435
Closed -$337K – 193
2020
Q1 		$337K Sell
10,435
-975
-9% -$41.4K 0.11% 123
2019
Q4 		$533K Buy
+11,410
New +$528K 0.14% 116

Other funds holding EV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealth Advisory Solutions's EV Position: Q2 2020 in Review

Wealth Advisory Solutions sold out of Eaton Vance Corp. (EV) in Q2 2020, closing a stake of 10,435 shares — an estimated $337K sold.

Wealth Advisory Solutions first reported a position in EV in Q4 2019 and held it in 2 quarters. The position peaked at $533K in Q4 2019. 337 funds tracked by Wall St. Rank hold EV as of Q2 2020.

  • Wealth Advisory Solutions reported no remaining Eaton Vance Corp. position as of Q2 2020 after selling out during the quarter.
  • Wealth Advisory Solutions sold 10,435 Eaton Vance Corp. shares in Q2 2020, an estimated $337K.
  • Wealth Advisory Solutions first reported a position in Eaton Vance Corp. in Q4 2019 and held it in 2 quarters.
  • Wealth Advisory Solutions's Eaton Vance Corp. position peaked at $533K in Q4 2019.
  • 337 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q2 2020.

Based on Wealth Advisory Solutions's 13F filing for Q2 2020, filed 23 Dec 2020.