AIP
EVV

Ahrens Investment Partners’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$9.85K Buy
+1,000
New +$10K ﹤0.01% 635
2022
Q3 		– Sell
-1,000
Closed -$10K – 401
2022
Q2 		$10K Hold
1,000
– – ﹤0.01% 641
2022
Q1 		$12K Hold
1,000
– – ﹤0.01% 693
2021
Q4 		$13K Buy
+1,000
New +$13.2K 0.01% 679

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Ahrens Investment Partners's EVV Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Eaton Vance Limited Duration Income Fund (EVV) in Q1 2023: 1,000 shares worth $9.85K. The stake represents ﹤0.01% of the portfolio and ranks #635 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in EVV as recently as Q2 2022.

Ahrens Investment Partners first reported a position in EVV in Q4 2021 and has held it in 4 quarters since. The position peaked at $13K in Q4 2021. 154 funds tracked by Wall St. Rank hold EVV as of Q1 2023.

  • Ahrens Investment Partners held 1,000 shares of Eaton Vance Limited Duration Income Fund worth $9.85K as of Q1 2023.
  • Eaton Vance Limited Duration Income Fund was a new Ahrens Investment Partners position in Q1 2023.
  • Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #635 holding.
  • Ahrens Investment Partners first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Eaton Vance Limited Duration Income Fund position peaked at $13K in Q4 2021.
  • 154 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.