AIA
EVV

Allegis Investment Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Allegis Investment Advisors’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
2016
Q1 		– Sell
-2,426
Closed -$31K – 404
2015
Q4 		$31K Buy
+2,426
New +$31.1K 0.02% 411

Other funds holding EVV

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UBS Group
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RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allegis Investment Advisors's EVV Position: Q1 2016 in Review

Allegis Investment Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2016, closing a stake of 2,426 shares — an estimated $31K sold.

Allegis Investment Advisors first reported a position in EVV in Q4 2015 and held it in 1 quarter. The position peaked at $31K in Q4 2015. 125 funds tracked by Wall St. Rank hold EVV as of Q1 2016.

  • Allegis Investment Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 2,426 Eaton Vance Limited Duration Income Fund shares in Q1 2016, an estimated $31K.
  • Allegis Investment Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's Eaton Vance Limited Duration Income Fund position peaked at $31K in Q4 2015.
  • 125 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.