ACM
EVV

Aviance Capital Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Aviance Capital Management’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
Q4 		– Sell
-11,798
Closed -$162K – 231
2016
Q3 		$162K Sell
11,798
-1,353
-10% -$18.5K ﹤0.01% 325
2016
Q2 		$177K Buy
+13,151
New +$174K 0.01% 311

Other funds holding EVV

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Aviance Capital Management's EVV Position: Q4 2016 in Review

Aviance Capital Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2016, closing a stake of 11,798 shares — an estimated $162K sold.

Aviance Capital Management first reported a position in EVV in Q2 2016 and held it in 2 quarters. The position peaked at $177K in Q2 2016. 128 funds tracked by Wall St. Rank hold EVV as of Q4 2016.

  • Aviance Capital Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2016 after selling out during the quarter.
  • Aviance Capital Management sold 11,798 Eaton Vance Limited Duration Income Fund shares in Q4 2016, an estimated $162K.
  • Aviance Capital Management first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2016 and held it in 2 quarters.
  • Aviance Capital Management's Eaton Vance Limited Duration Income Fund position peaked at $177K in Q2 2016.
  • 128 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2016.

Based on Aviance Capital Management's 13F filing for Q4 2016, filed 14 Feb 2017.