AG
EVV

Advisor Group’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Advisor Group’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 		$697K Sell
52,609
-3,157
-6% -$40.5K ﹤0.01% 1442
2019
Q3 		$696K Buy
55,766
+17,030
+44% +$214K 0.01% 1379
2019
Q2 		$490K Buy
38,736
+11,083
+40% +$140K ﹤0.01% 1628
2019
Q1 		$349K Sell
27,653
-1,886
-6% -$23.5K ﹤0.01% 1850
2018
Q4 		$352K Sell
29,539
-3,852
-12% -$47K ﹤0.01% 1651
2018
Q3 		$423K Buy
33,391
+8,278
+33% +$105K ﹤0.01% 1583
2018
Q2 		$315K Sell
25,113
-2,573
-9% -$33K ﹤0.01% 1649
2018
Q1 		$361K Sell
27,686
-2,035
-7% -$27K 0.01% 1549
2017
Q4 		$406K Buy
29,721
+497
+2% +$6.83K 0.01% 1457
2017
Q3 		$409K Buy
29,224
+760
+3% +$10.6K 0.01% 1327
2017
Q2 		$401K Sell
28,464
-4,827
-14% -$67.4K 0.01% 1292
2017
Q1 		$460K Buy
33,291
+2,996
+10% +$41.9K 0.01% 1127
2016
Q4 		$415K Sell
30,295
-389
-1% -$5.21K 0.01% 1110
2016
Q3 		$421K Buy
30,684
+219
+0.7% +$2.99K 0.01% 1065
2016
Q2 		$408K Buy
+30,465
New +$403K 0.01% 1025

Other funds holding EVV

Morgan Stanley
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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
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
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 $4.48B AUM 19.29% 1-Year Est. Return

Advisor Group's EVV Position: Q4 2019 in Review

Advisor Group reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 5.7% in Q4 2019, selling an estimated $40.5K and leaving 52,609 shares worth $697K. The position accounts for ﹤0.01% of the portfolio, ranked #1442.

Advisor Group first reported a position in EVV in Q2 2016 and has held it in 15 quarters since. 143 funds tracked by Wall St. Rank hold EVV as of Q4 2019.

  • Advisor Group held 52,609 shares of Eaton Vance Limited Duration Income Fund worth $697K as of Q4 2019.
  • Advisor Group sold 3,157 Eaton Vance Limited Duration Income Fund shares in Q4 2019, an estimated $40.5K.
  • Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1442 holding.
  • Advisor Group first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2016 and has held it in 15 quarters since.
  • 143 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.