AWG
EVV

Altus Wealth Group’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Altus Wealth Group’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
2021
Q1 		– Sell
-8,183
Closed -$103K – 375
2020
Q4 		$103K Buy
+8,183
New +$98.5K 0.1% 134

Other funds holding EVV

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Altus Wealth Group's EVV Position: Q1 2021 in Review

Altus Wealth Group sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2021, closing a stake of 8,183 shares — an estimated $103K sold.

Altus Wealth Group first reported a position in EVV in Q4 2020 and held it in 1 quarter. The position peaked at $103K in Q4 2020. 145 funds tracked by Wall St. Rank hold EVV as of Q1 2021.

  • Altus Wealth Group reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 8,183 Eaton Vance Limited Duration Income Fund shares in Q1 2021, an estimated $103K.
  • Altus Wealth Group first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Eaton Vance Limited Duration Income Fund position peaked at $103K in Q4 2020.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.