Ausdal Financial Partners’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Ausdal Financial Partners’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
2018 Q4	–	Sell	-15,999	Closed	-$203K	–	283
2018 Q3	$203K	Sell	15,999 -1,924	-11%	-$24.4K	0.06%	380
2018 Q2	$225K	Hold	17,923	–	–	0.07%	334
2018 Q1	$233K	Hold	17,923	–	–	0.08%	299
2017 Q4	$245K	Hold	17,923	–	–	0.09%	290
2017 Q3	$251K	Hold	17,923	–	–	0.1%	264
2017 Q2	$253K	Hold	17,923	–	–	0.11%	246
2017 Q1	$248K	Hold	17,923	–	–	0.11%	226
2016 Q4	$246K	Hold	17,923	–	–	0.12%	205
2016 Q3	$246K	Hold	17,923	–	–	0.12%	203
2016 Q2	$241K	Hold	17,923	–	–	0.12%	198
2016 Q1	$236K	Sell	17,923 -1,300	-7%	-$16.2K	0.13%	181
2015 Q4	$245K	Buy	+19,223	New	+$246K	0.12%	184

Other funds holding EVV

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

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

SIA

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

RCM

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

1CP

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CPIG

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

Ausdal Financial Partners's EVV Position: Q4 2018 in Review

Ausdal Financial Partners sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2018, closing a stake of 15,999 shares — an estimated $203K sold.

Ausdal Financial Partners first reported a position in EVV in Q4 2015 and held it in 12 quarters. The position peaked at $253K in Q2 2017. 156 funds tracked by Wall St. Rank hold EVV as of Q4 2018.

Ausdal Financial Partners reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2018 after selling out during the quarter.
Ausdal Financial Partners sold 15,999 Eaton Vance Limited Duration Income Fund shares in Q4 2018, an estimated $203K.
Ausdal Financial Partners first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2015 and held it in 12 quarters.
Ausdal Financial Partners's Eaton Vance Limited Duration Income Fund position peaked at $253K in Q2 2017.
156 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2018.

Based on Ausdal Financial Partners's 13F filing for Q4 2018, filed 11 Feb 2019.