Zurich Insurance Group’s Eaton Vance Corp. EV Stock Holding History

Zurich Insurance Group’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
2016 Q2	–	Sell	-30,600	Closed	-$1.03M	–	388
2016 Q1	$1.03M	Hold	30,600	–	–	0.04%	336
2015 Q4	$992K	Hold	30,600	–	–	0.04%	291
2015 Q3	$1.02M	Buy	+30,600	New	+$1.13M	0.04%	214

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

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

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

BFA

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

BIT

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

LCOV

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

HCM

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

Zurich Insurance Group's EV Position: Q2 2016 in Review

Zurich Insurance Group sold out of Eaton Vance Corp. (EV) in Q2 2016, closing a stake of 30,600 shares — an estimated $1.03M sold.

Zurich Insurance Group first reported a position in EV in Q3 2015 and held it in 3 quarters. The position peaked at $1.03M in Q1 2016. 309 funds tracked by Wall St. Rank hold EV as of Q2 2016.

Zurich Insurance Group reported no remaining Eaton Vance Corp. position as of Q2 2016 after selling out during the quarter.
Zurich Insurance Group sold 30,600 Eaton Vance Corp. shares in Q2 2016, an estimated $1.03M.
Zurich Insurance Group first reported a position in Eaton Vance Corp. in Q3 2015 and held it in 3 quarters.
Zurich Insurance Group's Eaton Vance Corp. position peaked at $1.03M in Q1 2016.
309 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q2 2016.

Based on Zurich Insurance Group's 13F filing for Q2 2016, filed 15 Aug 2016.