AF
EVV

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

Aldebaran 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
2014
Q2 		– Sell
-14,700
Closed -$224K – 121
2014
Q1 		$224K Hold
14,700
– – 0.2% 108
2013
Q4 		$225K Buy
+14,700
New +$221K 0.21% 106

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Aldebaran Financial's EVV Position: Q2 2014 in Review

Aldebaran Financial sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2014, closing a stake of 14,700 shares — an estimated $224K sold.

Aldebaran Financial first reported a position in EVV in Q4 2013 and held it in 2 quarters. The position peaked at $225K in Q4 2013. 110 funds tracked by Wall St. Rank hold EVV as of Q2 2014.

  • Aldebaran Financial reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2014 after selling out during the quarter.
  • Aldebaran Financial sold 14,700 Eaton Vance Limited Duration Income Fund shares in Q2 2014, an estimated $224K.
  • Aldebaran Financial first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2013 and held it in 2 quarters.
  • Aldebaran Financial's Eaton Vance Limited Duration Income Fund position peaked at $225K in Q4 2013.
  • 110 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2014.

Based on Aldebaran Financial's 13F filing for Q2 2014, filed 15 Aug 2014.