ZIM
EV

Zacks Investment Management’s Eaton Vance Corp. EV Stock Holding History

Zacks Investment 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
2017
Q4 		– Sell
-6,495
Closed -$321K – 674
2017
Q3 		$321K Buy
+6,495
New +$310K 0.01% 470
2017
Q2 		– Sell
-5,777
Closed -$260K – 720
2017
Q1 		$260K Sell
5,777
-1,225
-17% -$54.3K 0.01% 520
2016
Q4 		$293K Sell
7,002
-68,436
-91% -$2.69M 0.01% 510
2016
Q3 		$2.95M Buy
+75,438
New +$2.89M 0.08% 164

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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Zacks Investment Management's EV Position: Q4 2017 in Review

Zacks Investment Management sold out of Eaton Vance Corp. (EV) in Q4 2017, closing a stake of 6,495 shares — an estimated $321K sold.

Zacks Investment Management first reported a position in EV in Q3 2016 and held it in 4 quarters. The position peaked at $2.95M in Q3 2016. 374 funds tracked by Wall St. Rank hold EV as of Q4 2017.

  • Zacks Investment Management reported no remaining Eaton Vance Corp. position as of Q4 2017 after selling out during the quarter.
  • Zacks Investment Management sold 6,495 Eaton Vance Corp. shares in Q4 2017, an estimated $321K.
  • Zacks Investment Management first reported a position in Eaton Vance Corp. in Q3 2016 and held it in 4 quarters.
  • Zacks Investment Management's Eaton Vance Corp. position peaked at $2.95M in Q3 2016.
  • 374 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2017.

Based on Zacks Investment Management's 13F filing for Q4 2017, filed 14 Feb 2018.