AIM
EVV

ADAR Investment Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

ADAR Investment Management’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
2014
Q3 		$146K Hold
10,000
– – 3.9% 12
2014
Q2 		$156K Buy
+10,000
New +$154K 4.97% 10

Other funds holding EVV

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U
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ADAR Investment Management's EVV Position: Q3 2014 in Review

ADAR Investment Management held its Eaton Vance Limited Duration Income Fund (EVV) position steady in Q3 2014 at 10,000 shares worth $146K. The position accounts for 3.9% of the portfolio, ranked #12.

ADAR Investment Management first reported a position in EVV in Q2 2014 and has held it in 2 quarters since. The position peaked at $156K in Q2 2014. 112 funds tracked by Wall St. Rank hold EVV as of Q3 2014.

  • ADAR Investment Management held 10,000 shares of Eaton Vance Limited Duration Income Fund worth $146K as of Q3 2014.
  • ADAR Investment Management left its Eaton Vance Limited Duration Income Fund share count unchanged in Q3 2014.
  • Eaton Vance Limited Duration Income Fund made up 3.9% of ADAR Investment Management's portfolio in Q3 2014, its #12 holding.
  • ADAR Investment Management first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2014 and has held it in 2 quarters since.
  • ADAR Investment Management's Eaton Vance Limited Duration Income Fund position peaked at $156K in Q2 2014.
  • 112 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2014.

Based on ADAR Investment Management's 13F filing for Q3 2014, filed 12 Nov 2014.