Westfield Capital Management
EV

Westfield Capital Management’s Eaton Vance Corp. EV Stock Holding History

Westfield Capital Management’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
2014
Q3 		– Sell
-57,729
Closed -$2.18M – 331
2014
Q2 		$2.18M Sell
57,729
-55,750
-49% -$2.06M 0.01% 247
2014
Q1 		$4.33M Hold
113,479
– – 0.03% 246
2013
Q4 		$4.86M Hold
113,479
– – 0.03% 241
2013
Q3 		$4.41M Hold
113,479
– – 0.03% 250
2013
Q2 		$4.27M Buy
+113,479
New +$4.56M 0.03% 255

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
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
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 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
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Westfield Capital Management's EV Position: Q3 2014 in Review

Westfield Capital Management sold out of Eaton Vance Corp. (EV) in Q3 2014, closing a stake of 57,729 shares — an estimated $2.18M sold.

Westfield Capital Management first reported a position in EV in Q2 2013 and held it in 5 quarters. The position peaked at $4.86M in Q4 2013. 292 funds tracked by Wall St. Rank hold EV as of Q3 2014.

  • Westfield Capital Management reported no remaining Eaton Vance Corp. position as of Q3 2014 after selling out during the quarter.
  • Westfield Capital Management sold 57,729 Eaton Vance Corp. shares in Q3 2014, an estimated $2.18M.
  • Westfield Capital Management first reported a position in Eaton Vance Corp. in Q2 2013 and held it in 5 quarters.
  • Westfield Capital Management's Eaton Vance Corp. position peaked at $4.86M in Q4 2013.
  • 292 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2014.

Based on Westfield Capital Management's 13F filing for Q3 2014, filed 12 Nov 2014.