Whitnell & Co’s Eaton Vance Corp. EV Stock Holding History

Whitnell & Co’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
2013 Q3	–	Sell	-199	Closed	-$7K	–	385
2013 Q2	$7K	Buy	+199	New	+$8K	﹤0.01%	318

Other funds holding EV

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sarofim Fayez Houston, Texas $20.5B AUM

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

HCM

Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Whitnell & Co's EV Position: Q3 2013 in Review

Whitnell & Co sold out of Eaton Vance Corp. (EV) in Q3 2013, closing a stake of 199 shares — an estimated $7K sold.

Whitnell & Co first reported a position in EV in Q2 2013 and held it in 1 quarter. The position peaked at $7K in Q2 2013. 294 funds tracked by Wall St. Rank hold EV as of Q3 2013.

Whitnell & Co reported no remaining Eaton Vance Corp. position as of Q3 2013 after selling out during the quarter.
Whitnell & Co sold 199 Eaton Vance Corp. shares in Q3 2013, an estimated $7K.
Whitnell & Co first reported a position in Eaton Vance Corp. in Q2 2013 and held it in 1 quarter.
Whitnell & Co's Eaton Vance Corp. position peaked at $7K in Q2 2013.
294 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2013.

Based on Whitnell & Co's 13F filing for Q3 2013, filed 12 Nov 2013.