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Avantax Advisory Services’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Avantax Advisory Services’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
2020
Q4 		– Sell
-33,824
Closed -$380K – 1061
2020
Q3 		$380K Buy
+33,824
New +$391K 0.01% 914

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Avantax Advisory Services's EVV Position: Q4 2020 in Review

Avantax Advisory Services sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2020, closing a stake of 33,824 shares — an estimated $380K sold.

Avantax Advisory Services first reported a position in EVV in Q3 2020 and held it in 1 quarter. The position peaked at $380K in Q3 2020. 154 funds tracked by Wall St. Rank hold EVV as of Q4 2020.

  • Avantax Advisory Services reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 33,824 Eaton Vance Limited Duration Income Fund shares in Q4 2020, an estimated $380K.
  • Avantax Advisory Services first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's Eaton Vance Limited Duration Income Fund position peaked at $380K in Q3 2020.
  • 154 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.