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 – 2044
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 $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Advisornet Financial's EVV Position: Q1 2022 in Review

Advisornet Financial sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2022, closing a stake of 6,352 shares — an estimated $83K sold.

Advisornet Financial first reported a position in EVV in Q1 2018 and held it in 16 quarters. The position peaked at $208K in Q4 2020. 155 funds tracked by Wall St. Rank hold EVV as of Q1 2022.

  • Advisornet Financial reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2022 after selling out during the quarter.
  • Advisornet Financial sold 6,352 Eaton Vance Limited Duration Income Fund shares in Q1 2022, an estimated $83K.
  • Advisornet Financial first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2018 and held it in 16 quarters.
  • Advisornet Financial's Eaton Vance Limited Duration Income Fund position peaked at $208K in Q4 2020.
  • 155 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2022.

Based on Advisornet Financial's 13F filing for Q1 2022, filed 14 Apr 2022.