AO
EVV

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

Advisor OS’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
2024
Q1 		– Sell
-11,806
Closed -$113K – 395
2023
Q4 		$113K Buy
11,806
+883
+8% +$8.04K 0.01% 334
2023
Q3 		$98.7K Sell
10,923
-773
-7% -$7.19K 0.01% 281
2023
Q2 		$109K Buy
+11,696
New +$109K 0.02% 294

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Advisor OS's EVV Position: Q1 2024 in Review

Advisor OS sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2024, closing a stake of 11,806 shares — an estimated $113K sold.

Advisor OS first reported a position in EVV in Q2 2023 and held it in 3 quarters. The position peaked at $113K in Q4 2023. 153 funds tracked by Wall St. Rank hold EVV as of Q1 2024.

  • Advisor OS reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2024 after selling out during the quarter.
  • Advisor OS sold 11,806 Eaton Vance Limited Duration Income Fund shares in Q1 2024, an estimated $113K.
  • Advisor OS first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2023 and held it in 3 quarters.
  • Advisor OS's Eaton Vance Limited Duration Income Fund position peaked at $113K in Q4 2023.
  • 153 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2024.

Based on Advisor OS's 13F filing for Q1 2024, filed 9 May 2024.