Advocacy Wealth Management Services’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Advocacy Wealth Management Services’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 Q2	–	Sell	-300	Closed	-$4K	–	156
2022 Q1	$4K	Buy	+300	New	+$3.62K	﹤0.01%	125
2019 Q3	–	Sell	-1,500	Closed	-$19K	–	156
2019 Q2	$19K	Hold	1,500	–	–	0.01%	101
2019 Q1	$19K	Sell	1,500 -5,822	-80%	-$72.5K	0.02%	83
2018 Q4	$87K	Hold	7,322	–	–	0.07%	22
2018 Q3	$93K	Hold	7,322	–	–	0.06%	25
2018 Q2	$92K	Sell	7,322 -1,000	-12%	-$12.8K	0.06%	21
2018 Q1	$108K	Sell	8,322 -15,747	-65%	-$209K	0.07%	19
2017 Q4	$329K	Sell	24,069 -1,201,875	-98%	-$16.5M	0.23%	14
2017 Q3	$17.2M	Buy	1,225,944 +441,193	+56%	+$6.18M	6.88%	7
2017 Q2	$11.1M	Sell	784,751 -37,717	-5%	-$526K	3.96%	11
2017 Q1	$11.4M	Sell	822,468 -25,893	-3%	-$362K	3.97%	11
2016 Q4	$11.6M	Buy	848,361 +16,521	+2%	+$221K	3.49%	7
2016 Q3	$11.4M	Buy	831,840 +139,923	+20%	+$1.91M	4.42%	7
2016 Q2	$9.3M	Buy	691,917 +148,470	+27%	+$1.97M	4.69%	6
2016 Q1	$7.16M	Buy	543,447 +181,402	+50%	+$2.26M	4.97%	2
2015 Q4	$4.62M	Buy	+362,045	New	+$4.64M	5.22%	3

Other funds holding EVV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Advocacy Wealth Management Services's EVV Position: Q2 2022 in Review

Advocacy Wealth Management Services sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2022, closing a stake of 300 shares — an estimated $4K sold.

Advocacy Wealth Management Services first reported a position in EVV in Q4 2015 and held it in 16 quarters. The position peaked at $17.2M in Q3 2017. 150 funds tracked by Wall St. Rank hold EVV as of Q2 2022.

Advocacy Wealth Management Services reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 300 Eaton Vance Limited Duration Income Fund shares in Q2 2022, an estimated $4K.
Advocacy Wealth Management Services first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2015 and held it in 16 quarters.
Advocacy Wealth Management Services's Eaton Vance Limited Duration Income Fund position peaked at $17.2M in Q3 2017.
150 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2022, filed 6 Jul 2022.