WAM
EV

Wealthspire Advisors (Maryland)’s Eaton Vance Corp. EV Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q1 		– Sell
-163
Closed -$9K – 2697
2017
Q4 		$9K Sell
163
-199
-55% -$10.5K ﹤0.01% 1646
2017
Q3 		$18K Hold
362
– – ﹤0.01% 1339
2017
Q2 		$17K Buy
362
+173
+92% +$7.87K ﹤0.01% 1332
2017
Q1 		$8K Buy
189
+89
+89% +$3.95K ﹤0.01% 1423
2016
Q4 		$4K Buy
+100
New +$3.93K ﹤0.01% 1447
2016
Q1 		– Sell
-400
Closed -$13K – 1889
2015
Q4 		$13K Buy
+400
New +$14K ﹤0.01% 1126

Other funds holding EV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Wealthspire Advisors (Maryland)'s EV Position: Q1 2018 in Review

Wealthspire Advisors (Maryland) sold out of Eaton Vance Corp. (EV) in Q1 2018, closing a stake of 163 shares — an estimated $9K sold.

Wealthspire Advisors (Maryland) first reported a position in EV in Q4 2015 and held it in 6 quarters. The position peaked at $18K in Q3 2017. 361 funds tracked by Wall St. Rank hold EV as of Q1 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Eaton Vance Corp. position as of Q1 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 163 Eaton Vance Corp. shares in Q1 2018, an estimated $9K.
  • Wealthspire Advisors (Maryland) first reported a position in Eaton Vance Corp. in Q4 2015 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Eaton Vance Corp. position peaked at $18K in Q3 2017.
  • 361 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2018, filed 3 May 2018.