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Avalon Investment & Advisory’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Avalon Investment & Advisory’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
2017
Q3 		– Sell
-17,100
Closed -$241K – 370
2017
Q2 		$241K Buy
+17,100
New +$239K 0.01% 380

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SIA
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RVPG
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Invesco
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AWMS
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
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Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Avalon Investment & Advisory's EVV Position: Q3 2017 in Review

Avalon Investment & Advisory sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2017, closing a stake of 17,100 shares — an estimated $241K sold.

Avalon Investment & Advisory first reported a position in EVV in Q2 2017 and held it in 1 quarter. The position peaked at $241K in Q2 2017. 123 funds tracked by Wall St. Rank hold EVV as of Q3 2017.

  • Avalon Investment & Advisory reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2017 after selling out during the quarter.
  • Avalon Investment & Advisory sold 17,100 Eaton Vance Limited Duration Income Fund shares in Q3 2017, an estimated $241K.
  • Avalon Investment & Advisory first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2017 and held it in 1 quarter.
  • Avalon Investment & Advisory's Eaton Vance Limited Duration Income Fund position peaked at $241K in Q2 2017.
  • 123 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2017.

Based on Avalon Investment & Advisory's 13F filing for Q3 2017, filed 14 Nov 2017.