6 Meridian’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

6 Meridian’s Portfolio EVV Stock Details EVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-168,860	Closed	-$2.11M	–	455
2019 Q3	$2.11M	Sell	168,860 -306	-0.2%	-$3.85K	0.21%	89
2019 Q2	$2.14M	Sell	169,166 -40,810	-19%	-$516K	0.22%	87
2019 Q1	$2.66M	Buy	209,976 +84,639	+68%	+$1.05M	0.27%	81
2018 Q4	$1.49M	Sell	125,337 -1,585	-1%	-$19.3K	0.17%	86
2018 Q3	$1.61M	Sell	126,922 -11,458	-8%	-$145K	0.17%	87
2018 Q2	$1.74M	Sell	138,380 -2,880	-2%	-$37K	0.18%	83
2018 Q1	$1.84M	Buy	+141,260	New	+$1.87M	0.21%	81

Other funds holding EVV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

6 Meridian's EVV Position: Q4 2019 in Review

6 Meridian sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2019, closing a stake of 168,860 shares — an estimated $2.11M sold.

6 Meridian first reported a position in EVV in Q1 2018 and held it in 7 quarters. The position peaked at $2.66M in Q1 2019. 143 funds tracked by Wall St. Rank hold EVV as of Q4 2019.

6 Meridian reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2019 after selling out during the quarter.
6 Meridian sold 168,860 Eaton Vance Limited Duration Income Fund shares in Q4 2019, an estimated $2.11M.
6 Meridian first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2018 and held it in 7 quarters.
6 Meridian's Eaton Vance Limited Duration Income Fund position peaked at $2.66M in Q1 2019.
143 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2019.

Based on 6 Meridian's 13F filing for Q4 2019, filed 14 Jan 2020.