Arden Trust’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Arden Trust’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
2015 Q1	–	Sell	-17,576	Closed	-$248K	–	440
2014 Q4	$248K	Hold	17,576	–	–	0.03%	304
2014 Q3	$256K	Sell	17,576 -1,500	-8%	-$22.6K	0.04%	300
2014 Q2	$297K	Hold	19,076	–	–	0.04%	266
2014 Q1	$291K	Hold	19,076	–	–	0.04%	286
2013 Q4	$292K	Hold	19,076	–	–	0.04%	270
2013 Q3	$298K	Hold	19,076	–	–	0.04%	259
2013 Q2	$304K	Buy	+19,076	New	+$322K	0.04%	259

Other funds holding EVV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

RVP

Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Arden Trust's EVV Position: Q1 2015 in Review

Arden Trust sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2015, closing a stake of 17,576 shares — an estimated $248K sold.

Arden Trust first reported a position in EVV in Q2 2013 and held it in 7 quarters. The position peaked at $304K in Q2 2013. 127 funds tracked by Wall St. Rank hold EVV as of Q1 2015.

Arden Trust reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2015 after selling out during the quarter.
Arden Trust sold 17,576 Eaton Vance Limited Duration Income Fund shares in Q1 2015, an estimated $248K.
Arden Trust first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2013 and held it in 7 quarters.
Arden Trust's Eaton Vance Limited Duration Income Fund position peaked at $304K in Q2 2013.
127 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2015.

Based on Arden Trust's 13F filing for Q1 2015, filed 13 May 2015.