AssetMark Inc’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

AssetMark Inc’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 Q3	–	Sell	-170	Closed	-$1.59K	–	3809
2026 Q2	$1.59K	Hold	170	–	–	﹤0.01%	3031
2026 Q1	$1.61K	Sell	170 -980	-85%	-$9.6K	﹤0.01%	2919
2025 Q4	$11.4K	Buy	+1,150	New	+$11.5K	﹤0.01%	2174
2023 Q3	–	Sell	-994	Closed	-$9.3K	–	1761
2023 Q2	$9.3K	Buy	+994	New	+$9.24K	﹤0.01%	1295

Other funds holding EVV

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Aviance Capital Partners Naples, Florida $979M AUM 23.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

AssetMark Inc's EVV Position: Q3 2026 in Review

AssetMark Inc sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2026, closing a stake of 170 shares — an estimated $1.59K sold.

AssetMark Inc first reported a position in EVV in Q2 2023 and held it in 4 quarters. The position peaked at $11.4K in Q4 2025. 52 funds tracked by Wall St. Rank hold EVV as of Q3 2026.

AssetMark Inc reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2026 after selling out during the quarter.
AssetMark Inc sold 170 Eaton Vance Limited Duration Income Fund shares in Q3 2026, an estimated $1.59K.
AssetMark Inc first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2023 and held it in 4 quarters.
AssetMark Inc's Eaton Vance Limited Duration Income Fund position peaked at $11.4K in Q4 2025.
52 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.