WT
EV

Wilmington Trust’s Eaton Vance Corp. EV Stock Holding History

Wilmington Trust’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
Q2 		$807K Buy
21,324
+3,557
+20% +$131K 0.01% 434
2014
Q1 		$679K Buy
17,767
+255
+1% +$9.83K 0.01% 442
2013
Q4 		$749K Buy
17,512
+102
+0.6% +$4.21K 0.01% 427
2013
Q3 		$676K Hold
17,410
– – 0.01% 437
2013
Q2 		$654K Buy
+17,410
New +$700K 0.01% 419

Other funds holding EV

IIS
Ignis Investment Services Edinburgh, United Kingdom $29.9B AUM
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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 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
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Wilmington Trust's EV Position: Q2 2014 in Review

Wilmington Trust increased its Eaton Vance Corp. (EV) stake by 20% in Q2 2014, buying an estimated $131K and bringing the position to 21,324 shares worth $807K. The position accounts for 0.01% of the portfolio, ranked #434.

Wilmington Trust first reported a position in EV in Q2 2013 and has held it in 5 quarters since. 300 funds tracked by Wall St. Rank hold EV as of Q2 2014.

  • Wilmington Trust held 21,324 shares of Eaton Vance Corp. worth $807K as of Q2 2014.
  • Wilmington Trust bought 3,557 Eaton Vance Corp. shares in Q2 2014, an estimated $131K.
  • Eaton Vance Corp. made up 0.01% of Wilmington Trust's portfolio in Q2 2014, its #434 holding.
  • Wilmington Trust first reported a position in Eaton Vance Corp. in Q2 2013 and has held it in 5 quarters since.
  • 300 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q2 2014.

Based on Wilmington Trust's 13F filing for Q2 2014, filed 13 Aug 2014.