Atria Investments’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Atria Investments’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
2016 Q1	–	Sell	-37,732	Closed	-$476K	–	447
2015 Q4	$476K	Buy	37,732 +4,144	+12%	+$53.1K	0.05%	235
2015 Q3	$426K	Sell	33,588 -549	-2%	-$7.31K	0.06%	215
2015 Q2	$460K	Sell	34,137 -1,204	-3%	-$17.1K	0.05%	252
2015 Q1	$509K	Sell	35,341 -2,736	-7%	-$38.8K	0.06%	239
2014 Q4	$538K	Buy	38,077 +15,318	+67%	+$219K	0.06%	242
2014 Q3	$332K	Buy	+22,759	New	+$343K	0.03%	342

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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

AAM

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

PPA

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

Atria Investments's EVV Position: Q1 2016 in Review

Atria Investments sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2016, closing a stake of 37,732 shares — an estimated $476K sold.

Atria Investments first reported a position in EVV in Q3 2014 and held it in 6 quarters. The position peaked at $538K in Q4 2014. 125 funds tracked by Wall St. Rank hold EVV as of Q1 2016.

Atria Investments reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2016 after selling out during the quarter.
Atria Investments sold 37,732 Eaton Vance Limited Duration Income Fund shares in Q1 2016, an estimated $476K.
Atria Investments first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2014 and held it in 6 quarters.
Atria Investments's Eaton Vance Limited Duration Income Fund position peaked at $538K in Q4 2014.
125 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2016.

Based on Atria Investments's 13F filing for Q1 2016, filed 19 Apr 2016.