AF
EVV

Advisornet Financial’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Advisornet Financial’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
2022
Q1 		– Sell
-6,352
Closed -$83K – 2048
2021
Q4 		$83K Sell
6,352
-2,631
-29% -$34.6K 0.01% 869
2021
Q3 		$118K Sell
8,983
-3,028
-25% -$40.2K 0.01% 733
2021
Q2 		$159K Sell
12,011
-4,011
-25% -$51.7K 0.01% 662
2021
Q1 		$202K Sell
16,022
-568
-3% -$7.14K 0.01% 563
2020
Q4 		$208K Sell
16,590
-728
-4% -$8.77K 0.02% 494
2020
Q3 		$196K Buy
17,318
+235
+1% +$2.72K 0.02% 493
2020
Q2 		$193K Buy
17,083
+296
+2% +$3.22K 0.02% 501
2020
Q1 		$177K Buy
16,787
+1,110
+7% +$13.7K 0.02% 486
2019
Q4 		$208K Buy
15,677
+9,398
+150% +$120K 0.02% 493
2019
Q3 		$78K Buy
6,279
+5,629
+866% +$70.7K 0.01% 749
2019
Q2 		$8K Hold
650
– – ﹤0.01% 1281
2019
Q1 		$8K Hold
650
– – ﹤0.01% 1228
2018
Q4 		$8K Buy
650
+400
+160% +$4.88K ﹤0.01% 1137
2018
Q3 		$3K Sell
250
-800
-76% -$10.1K ﹤0.01% 1325
2018
Q2 		$13K Hold
1,050
– – ﹤0.01% 1063
2018
Q1 		$14K Buy
+1,050
New +$13.9K ﹤0.01% 1002

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return