Wealth Quarterback’s Eaton Vance Corp. EV Stock Holding History

Wealth Quarterback’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	-27	Closed	-$871	–	895
2020 Q1	$871	Sell	27 -30	-53%	-$1.27K	﹤0.01%	844
2019 Q4	$2.66K	Buy	+57	New	+$2.63K	﹤0.01%	726

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

Wealth Quarterback's EV Position: Q2 2020 in Review

Wealth Quarterback sold out of Eaton Vance Corp. (EV) in Q2 2020, closing a stake of 27 shares — an estimated $871 sold.

Wealth Quarterback first reported a position in EV in Q4 2019 and held it in 2 quarters. The position peaked at $2.66K in Q4 2019. 337 funds tracked by Wall St. Rank hold EV as of Q2 2020.

Wealth Quarterback reported no remaining Eaton Vance Corp. position as of Q2 2020 after selling out during the quarter.
Wealth Quarterback sold 27 Eaton Vance Corp. shares in Q2 2020, an estimated $871.
Wealth Quarterback first reported a position in Eaton Vance Corp. in Q4 2019 and held it in 2 quarters.
Wealth Quarterback's Eaton Vance Corp. position peaked at $2.66K in Q4 2019.
337 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q2 2020.

Based on Wealth Quarterback's 13F filing for Q2 2020, filed 17 Aug 2020.