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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

PPA

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

Arkadios Wealth Advisors's EVV Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2021, closing a stake of 500 shares — an estimated $6K sold.

Arkadios Wealth Advisors first reported a position in EVV in Q4 2019 and held it in 4 quarters. The position peaked at $6.67K in Q4 2019. 159 funds tracked by Wall St. Rank hold EVV as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 500 Eaton Vance Limited Duration Income Fund shares in Q4 2021, an estimated $6K.
Arkadios Wealth Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2019 and held it in 4 quarters.
Arkadios Wealth Advisors's Eaton Vance Limited Duration Income Fund position peaked at $6.67K in Q4 2019.
159 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.