WCM
EV

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

Winton 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
Q1 		$1.23M Sell
32,280
-24,166
-43% -$932K 0.01% 508
2013
Q4 		$2.42M Sell
56,446
-13,880
-20% -$573K 0.02% 433
2013
Q3 		$2.73M Buy
70,326
+8,298
+13% +$330K 0.03% 389
2013
Q2 		$2.33M Buy
+62,028
New +$2.49M 0.03% 364

Other funds holding EV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Winton Capital Management's EV Position: Q1 2014 in Review

Winton Capital Management reduced its Eaton Vance Corp. (EV) stake by 43% in Q1 2014, selling an estimated $932K and leaving 32,280 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #508.

Winton Capital Management first reported a position in EV in Q2 2013 and has held it in 4 quarters since. The position peaked at $2.73M in Q3 2013. 293 funds tracked by Wall St. Rank hold EV as of Q1 2014.

  • Winton Capital Management held 32,280 shares of Eaton Vance Corp. worth $1.23M as of Q1 2014.
  • Winton Capital Management sold 24,166 Eaton Vance Corp. shares in Q1 2014, an estimated $932K.
  • Eaton Vance Corp. made up 0.01% of Winton Capital Management's portfolio in Q1 2014, its #508 holding.
  • Winton Capital Management first reported a position in Eaton Vance Corp. in Q2 2013 and has held it in 4 quarters since.
  • Winton Capital Management's Eaton Vance Corp. position peaked at $2.73M in Q3 2013.
  • 293 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.