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

Apriem 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
2026 Q1	$298K	Buy	31,498 +30	+0.1%	+$292	0.03%	149
2025 Q4	$312K	Buy	31,468 +28	+0.1%	+$281	0.03%	144
2025 Q3	$319K	Sell	31,440 -6,472	-17%	-$66K	0.03%	146
2025 Q2	$389K	Buy	37,912 +27	+0.1%	+$267	0.04%	127
2025 Q1	$378K	Buy	37,885 +5,826	+18%	+$59K	0.04%	127
2024 Q4	$313K	Sell	32,059 -272	-0.8%	-$2.78K	0.04%	140
2024 Q3	$340K	Buy	32,331 +1,028	+3%	+$10.3K	0.04%	125
2024 Q2	$305K	Buy	31,303 +4,028	+15%	+$38.9K	0.04%	136
2024 Q1	$266K	Buy	27,275 +27	+0.1%	+$264	0.03%	141
2023 Q4	$261K	Buy	27,248 +27	+0.1%	+$246	0.03%	130
2023 Q3	$246K	Buy	27,221 +27	+0.1%	+$251	0.04%	127
2023 Q2	$255K	Sell	27,194 -6,974	-20%	-$64.8K	0.04%	127
2023 Q1	$337K	Sell	34,168 -61,932	-64%	-$622K	0.05%	113
2022 Q4	$902K	Buy	96,100 +4,453	+5%	+$43K	0.16%	65
2022 Q3	$844K	Buy	91,647 +7,048	+8%	+$73.8K	0.15%	68
2022 Q2	$874K	Buy	84,599 +1,446	+2%	+$15.5K	0.15%	65
2022 Q1	$973K	Sell	83,153 -2,060	-2%	-$24.9K	0.14%	64
2021 Q4	$1.12M	Sell	85,213 -540	-0.6%	-$7.11K	0.16%	62
2021 Q3	$1.13M	Buy	85,753 +6,509	+8%	+$86.4K	0.16%	58
2021 Q2	$1.05M	Buy	79,244 +2,531	+3%	+$32.6K	0.16%	63
2021 Q1	$969K	Buy	76,713 +6,767	+10%	+$85.1K	0.15%	64
2020 Q4	$876K	Buy	69,946 +4,013	+6%	+$48.3K	0.16%	53
2020 Q3	$746K	Sell	65,933 -11,312	-15%	-$131K	0.14%	61
2020 Q2	$871K	Sell	77,245 -486,029	-86%	-$5.29M	0.18%	60
2020 Q1	$5.95M	Sell	563,274 -46,183	-8%	-$572K	1.44%	21
2019 Q4	$8.07M	Sell	609,457 -21,723	-3%	-$278K	1.55%	18
2019 Q3	$7.89M	Sell	631,180 -43,070	-6%	-$541K	1.75%	18
2019 Q2	$8.53M	Sell	674,250 -36,394	-5%	-$460K	2.67%	13
2019 Q1	$8.99M	Buy	710,644 +28,491	+4%	+$355K	2.38%	9
2018 Q4	$8.13M	Buy	682,153 +81,739	+14%	+$997K	2.86%	7
2018 Q3	$7.61M	Buy	600,414 +186,265	+45%	+$2.36M	1.67%	15
2018 Q2	$5.21M	Buy	414,149 +90,247	+28%	+$1.16M	1.17%	24
2018 Q1	$4.22M	Buy	323,902 +140,620	+77%	+$1.86M	1.03%	29
2017 Q4	$2.5M	Buy	183,282 +6,150	+3%	+$84.5K	0.62%	37
2017 Q3	$2.48M	Buy	177,132 +33,292	+23%	+$466K	0.62%	39
2017 Q2	$2.03M	Buy	143,840 +14,570	+11%	+$203K	0.54%	43
2017 Q1	$1.79M	Buy	129,270 +30,325	+31%	+$424K	0.49%	42
2016 Q4	$1.36M	Buy	98,945 +26,045	+36%	+$349K	0.4%	45
2016 Q3	$999K	Buy	72,900 +7,600	+12%	+$104K	0.3%	52
2016 Q2	$878K	Buy	65,300 +2,200	+3%	+$29.1K	0.29%	52
2016 Q1	$832K	Sell	63,100 -5,950	-9%	-$74.1K	0.33%	52
2015 Q4	$881K	Buy	69,050 +4,450	+7%	+$57K	0.31%	52
2015 Q3	$819K	Buy	64,600 +5,450	+9%	+$72.6K	0.3%	55
2015 Q2	$797K	Buy	59,150 +33,125	+127%	+$471K	0.27%	61
2015 Q1	$374K	Buy	26,025 +6,850	+36%	+$97.3K	0.13%	72
2014 Q4	$271K	Buy	19,175 +2,000	+12%	+$28.6K	0.1%	74
2014 Q3	$250K	Sell	17,175 -100	-0.6%	-$1.51K	0.1%	86
2014 Q2	$269K	Hold	17,275	–	–	0.1%	103
2014 Q1	$263K	Sell	17,275 -100	-0.6%	-$1.53K	0.1%	102
2013 Q4	$266K	Buy	17,375 +500	+3%	+$7.53K	0.1%	98
2013 Q3	$264K	Buy	16,875 +825	+5%	+$12.5K	0.11%	89
2013 Q2	$256K	Buy	+16,050	New	+$271K	0.13%	89

Other funds holding EVV

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Apriem Advisors's EVV Position: Q1 2026 in Review

Apriem Advisors increased its Eaton Vance Limited Duration Income Fund (EVV) stake by 0.1% in Q1 2026, buying an estimated $292 and bringing the position to 31,498 shares worth $298K. The position accounts for 0.03% of the portfolio, ranked #149.

Apriem Advisors first reported a position in EVV in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.99M in Q1 2019. 136 funds tracked by Wall St. Rank hold EVV as of Q1 2026.

Apriem Advisors held 31,498 shares of Eaton Vance Limited Duration Income Fund worth $298K as of Q1 2026.
Apriem Advisors bought 30 Eaton Vance Limited Duration Income Fund shares in Q1 2026, an estimated $292.
Eaton Vance Limited Duration Income Fund made up 0.03% of Apriem Advisors's portfolio in Q1 2026, its #149 holding.
Apriem Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2013 and has held it in 52 quarters since.
Apriem Advisors's Eaton Vance Limited Duration Income Fund position peaked at $8.99M in Q1 2019.
136 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.