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

Advantage 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
2019 Q3	$51K	Hold	4,100	–	–	0.04%	333
2019 Q2	$52K	Hold	4,100	–	–	0.04%	337
2019 Q1	$52K	Hold	4,100	–	–	0.04%	337
2018 Q4	$49K	Buy	4,100 +250	+6%	+$3.05K	0.04%	347
2018 Q3	$49K	Hold	3,850	–	–	0.03%	393
2018 Q2	$48K	Hold	3,850	–	–	0.04%	371
2018 Q1	$50K	Hold	3,850	–	–	0.02%	380
2017 Q4	$53K	Hold	3,850	–	–	0.02%	384
2017 Q3	$54K	Sell	3,850 -325	-8%	-$4.55K	0.02%	375
2017 Q2	$59K	Hold	4,175	–	–	0.02%	328
2017 Q1	$58K	Buy	4,175 +100	+2%	+$1.4K	0.02%	309
2016 Q4	$56K	Hold	4,075	–	–	0.02%	311
2016 Q3	$56K	Buy	4,075 +825	+25%	+$11.3K	0.02%	306
2016 Q2	$44K	Hold	3,250	–	–	0.02%	360
2016 Q1	$43K	Hold	3,250	–	–	0.02%	355
2015 Q4	$41K	Hold	3,250	–	–	0.02%	362
2015 Q3	$41K	Buy	3,250 +250	+8%	+$3.33K	0.02%	345
2015 Q2	$40K	Buy	3,000 +250	+9%	+$3.56K	0.02%	372
2015 Q1	$40K	Hold	2,750	–	–	0.02%	351
2014 Q4	$39K	Buy	+2,750	New	+$39.3K	0.03%	338

Other funds holding EVV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RVPG

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Advantage Investment Management's EVV Position: Q3 2019 in Review

Advantage Investment Management held its Eaton Vance Limited Duration Income Fund (EVV) position steady in Q3 2019 at 4,100 shares worth $51K. The position accounts for 0.04% of the portfolio, ranked #333.

Advantage Investment Management first reported a position in EVV in Q4 2014 and has held it in 20 quarters since. The position peaked at $59K in Q2 2017. 144 funds tracked by Wall St. Rank hold EVV as of Q3 2019.

Advantage Investment Management held 4,100 shares of Eaton Vance Limited Duration Income Fund worth $51K as of Q3 2019.
Advantage Investment Management left its Eaton Vance Limited Duration Income Fund share count unchanged in Q3 2019.
Eaton Vance Limited Duration Income Fund made up 0.04% of Advantage Investment Management's portfolio in Q3 2019, its #333 holding.
Advantage Investment Management first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2014 and has held it in 20 quarters since.
Advantage Investment Management's Eaton Vance Limited Duration Income Fund position peaked at $59K in Q2 2017.
144 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.