APA
EVV

American Portfolios Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

American Portfolios 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
2022
Q3 		$129K Sell
14,036
-992
-7% -$10.4K 0.01% 1206
2022
Q2 		$155K Sell
15,028
-140
-0.9% -$1.5K 0.01% 1169
2022
Q1 		$177K Buy
15,168
+3,892
+35% +$47K 0.01% 1221
2021
Q4 		$148K Sell
11,276
-55
-0.5% -$724 0.01% 1307
2021
Q3 		$149K Buy
11,331
+9,035
+394% +$120K 0.01% 1272
2021
Q2 		$30.4K Buy
2,296
+1,275
+125% +$16.4K ﹤0.01% 2002
2021
Q1 		$12.9K Sell
1,021
-1,150
-53% -$14.5K ﹤0.01% 2267
2020
Q4 		$27.2K Buy
2,171
+150
+7% +$1.81K ﹤0.01% 1678
2020
Q3 		$22.9K Hold
2,021
– – ﹤0.01% 1644
2020
Q2 		$22.8K Hold
2,021
– – ﹤0.01% 1586
2020
Q1 		$21.4K Hold
2,021
– – ﹤0.01% 1509
2019
Q4 		$26.8K Hold
2,021
– – ﹤0.01% 1608
2019
Q3 		$25.3K Hold
2,021
– – ﹤0.01% 1567
2019
Q2 		$25.6K Hold
2,021
– – ﹤0.01% 1573
2019
Q1 		$25.6K Hold
2,021
– – ﹤0.01% 1482
2018
Q4 		$24.1K Hold
2,021
– – ﹤0.01% 1303
2018
Q3 		$25.6K Hold
2,021
– – ﹤0.01% 1396
2018
Q2 		$25.4K Hold
2,021
– – ﹤0.01% 1370
2018
Q1 		$26.3K Hold
2,021
– – ﹤0.01% 1288
2017
Q4 		$27.6K Buy
+2,021
New +$27.8K ﹤0.01% 1209

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

American Portfolios Advisors's EVV Position: Q3 2022 in Review

American Portfolios Advisors reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 6.6% in Q3 2022, selling an estimated $10.4K and leaving 14,036 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #1206.

American Portfolios Advisors first reported a position in EVV in Q4 2017 and has held it in 20 quarters since. The position peaked at $177K in Q1 2022. 149 funds tracked by Wall St. Rank hold EVV as of Q3 2022.

  • American Portfolios Advisors held 14,036 shares of Eaton Vance Limited Duration Income Fund worth $129K as of Q3 2022.
  • American Portfolios Advisors sold 992 Eaton Vance Limited Duration Income Fund shares in Q3 2022, an estimated $10.4K.
  • Eaton Vance Limited Duration Income Fund made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1206 holding.
  • American Portfolios Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Eaton Vance Limited Duration Income Fund position peaked at $177K in Q1 2022.
  • 149 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.