WA
EV

WFG Advisors’s Eaton Vance Corp. EV Stock Holding History

WFG Advisors’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
2017
Q2 		$111K Buy
2,337
+14
+0.6% +$637 0.03% 507
2017
Q1 		$104K Sell
2,323
-152
-6% -$6.74K 0.03% 472
2016
Q4 		$104K Buy
2,475
+17
+0.7% +$668 0.03% 516
2016
Q3 		$96K Buy
2,458
+15
+0.6% +$574 0.02% 535
2016
Q2 		$86K Buy
2,443
+17
+0.7% +$596 0.02% 538
2016
Q1 		$81K Buy
2,426
+67
+3% +$1.99K 0.02% 532
2015
Q4 		$77K Sell
2,359
-123
-5% -$4.31K 0.02% 541
2015
Q3 		$83K Sell
2,482
-263
-10% -$9.67K 0.03% 498
2015
Q2 		$107K Buy
2,745
+17
+0.6% +$701 0.03% 514
2015
Q1 		$114K Buy
2,728
+275
+11% +$11.4K 0.03% 493
2014
Q4 		$100K Sell
2,453
-402
-14% -$15.8K 0.02% 640
2014
Q3 		$108K Buy
2,855
+631
+28% +$23.7K 0.02% 637
2014
Q2 		$84K Sell
2,224
-99
-4% -$3.65K 0.02% 718
2014
Q1 		$89K Buy
2,323
+550
+31% +$21.2K 0.02% 685
2013
Q4 		$76K Buy
1,773
+949
+115% +$39.2K 0.01% 853
2013
Q3 		$32K Buy
824
+54
+7% +$2.15K 0.01% 1092
2013
Q2 		$29K Buy
+770
New +$31K ﹤0.01% 1084

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

WFG Advisors's EV Position: Q2 2017 in Review

WFG Advisors increased its Eaton Vance Corp. (EV) stake by 0.6% in Q2 2017, buying an estimated $637 and bringing the position to 2,337 shares worth $111K. The position accounts for 0.03% of the portfolio, ranked #507.

WFG Advisors first reported a position in EV in Q2 2013 and has held it in 17 quarters since. The position peaked at $114K in Q1 2015. 370 funds tracked by Wall St. Rank hold EV as of Q2 2017.

  • WFG Advisors held 2,337 shares of Eaton Vance Corp. worth $111K as of Q2 2017.
  • WFG Advisors bought 14 Eaton Vance Corp. shares in Q2 2017, an estimated $637.
  • Eaton Vance Corp. made up 0.03% of WFG Advisors's portfolio in Q2 2017, its #507 holding.
  • WFG Advisors first reported a position in Eaton Vance Corp. in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Eaton Vance Corp. position peaked at $114K in Q1 2015.
  • 370 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.