Accuvest Global Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Accuvest Global Advisors’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 Q2	–	Sell	-11,700	Closed	-$148K	–	102
2019 Q1	$148K	Hold	11,700	–	–	0.08%	105
2018 Q4	$139K	Hold	11,700	–	–	0.07%	110
2018 Q3	$148K	Hold	11,700	–	–	0.06%	120
2018 Q2	$147K	Hold	11,700	–	–	0.06%	121
2018 Q1	$152K	Sell	11,700 -2,300	-16%	-$30.5K	0.11%	55
2017 Q4	$191K	Hold	14,000	–	–	0.14%	53
2017 Q3	$196K	Sell	14,000 -19,654	-58%	-$275K	0.17%	53
2017 Q2	$475K	Hold	33,654	–	–	0.16%	84
2017 Q1	$465K	Buy	33,654 +19,654	+140%	+$275K	0.15%	62
2016 Q4	$192K	Sell	14,000 -14,000	-50%	-$188K	0.17%	53
2016 Q3	$384K	Buy	28,000 +14,000	+100%	+$191K	0.11%	60
2016 Q2	$188K	Hold	14,000	–	–	0.11%	64
2016 Q1	$185K	Hold	14,000	–	–	0.09%	66
2015 Q4	$179K	Hold	14,000	–	–	0.08%	66
2015 Q3	$178K	Hold	14,000	–	–	0.08%	63
2015 Q2	$189K	Hold	14,000	–	–	0.07%	79
2015 Q1	$201K	Sell	14,000 -8,000	-36%	-$114K	0.08%	73
2014 Q4	$311K	Buy	+22,000	New	+$315K	0.07%	83

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

Accuvest Global Advisors's EVV Position: Q2 2019 in Review

Accuvest Global Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2019, closing a stake of 11,700 shares — an estimated $148K sold.

Accuvest Global Advisors first reported a position in EVV in Q4 2014 and held it in 18 quarters. The position peaked at $475K in Q2 2017. 150 funds tracked by Wall St. Rank hold EVV as of Q2 2019.

Accuvest Global Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2019 after selling out during the quarter.
Accuvest Global Advisors sold 11,700 Eaton Vance Limited Duration Income Fund shares in Q2 2019, an estimated $148K.
Accuvest Global Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2014 and held it in 18 quarters.
Accuvest Global Advisors's Eaton Vance Limited Duration Income Fund position peaked at $475K in Q2 2017.
150 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2019.

Based on Accuvest Global Advisors's 13F filing for Q2 2019, filed 17 Jul 2019.