W
EV

Wealthfront’s Eaton Vance Corp. EV Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-612
Closed -$20K – 1187
2015
Q3 		$20K Buy
612
+311
+103% +$11.4K ﹤0.01% 761
2015
Q2 		$12K Buy
301
+261
+653% +$10.8K ﹤0.01% 789
2015
Q1 		$2K Buy
40
+38
+1,900% +$1.57K ﹤0.01% 1050
2014
Q4 		$0 Buy
+2
New +$79 ﹤0.01% 1068

Other funds holding EV

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Wealthfront's EV Position: Q4 2015 in Review

Wealthfront sold out of Eaton Vance Corp. (EV) in Q4 2015, closing a stake of 612 shares — an estimated $20K sold.

Wealthfront first reported a position in EV in Q4 2014 and held it in 4 quarters. The position peaked at $20K in Q3 2015. 308 funds tracked by Wall St. Rank hold EV as of Q4 2015.

  • Wealthfront reported no remaining Eaton Vance Corp. position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 612 Eaton Vance Corp. shares in Q4 2015, an estimated $20K.
  • Wealthfront first reported a position in Eaton Vance Corp. in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Eaton Vance Corp. position peaked at $20K in Q3 2015.
  • 308 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.