AWA
EVV

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

Arkadios Wealth 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
2021
Q4 		– Sell
-500
Closed -$6K – 936
2021
Q3 		$6K Hold
500
– – ﹤0.01% 1556
2021
Q2 		$6K Buy
+500
New +$6.44K ﹤0.01% 1666
2020
Q2 		– Sell
-500
Closed -$5.29K – 1010
2020
Q1 		$5.29K Hold
500
– – ﹤0.01% 773
2019
Q4 		$6.67K Buy
+500
New +$6.41K ﹤0.01% 658

Other funds holding EVV

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SIA
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return