Avior Wealth Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Avior Wealth 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
2024 Q4	–	Sell	-5,492	Closed	-$57.7K	–	2491
2024 Q3	$57.7K	Buy	+5,492	New	+$55.2K	﹤0.01%	1068
2021 Q3	–	Sell	-1,250	Closed	-$16K	–	1089
2021 Q2	$16K	Hold	1,250	–	–	﹤0.01%	674
2021 Q1	$15K	Hold	1,250	–	–	﹤0.01%	690
2020 Q4	$15K	Hold	1,250	–	–	﹤0.01%	652
2020 Q3	$14K	Hold	1,250	–	–	﹤0.01%	646
2020 Q2	$14K	Hold	1,250	–	–	﹤0.01%	622
2020 Q1	$13K	Hold	1,250	–	–	﹤0.01%	549
2019 Q4	$16K	Hold	1,250	–	–	﹤0.01%	546
2019 Q3	$15K	Hold	1,250	–	–	﹤0.01%	546
2019 Q2	$16K	Hold	1,250	–	–	﹤0.01%	551
2019 Q1	$15K	Hold	1,250	–	–	﹤0.01%	508
2018 Q4	$14K	Hold	1,250	–	–	﹤0.01%	552
2018 Q3	$16K	Hold	1,250	–	–	﹤0.01%	549
2018 Q2	$16K	Hold	1,250	–	–	﹤0.01%	559
2018 Q1	$16K	Sell	1,250 -650	-34%	-$8.61K	﹤0.01%	555
2017 Q4	$26K	Hold	1,900	–	–	0.01%	526
2017 Q3	$27K	Hold	1,900	–	–	0.01%	258
2017 Q2	$27K	Hold	1,900	–	–	0.01%	235
2017 Q1	$26K	Hold	1,900	–	–	0.01%	277
2016 Q4	$26K	Buy	1,900 +650	+52%	+$8.71K	0.01%	264
2016 Q3	$17K	Hold	1,250	–	–	0.01%	306
2016 Q2	$17K	Hold	1,250	–	–	0.01%	295
2016 Q1	$16K	Hold	1,250	–	–	0.01%	306
2015 Q4	$16K	Hold	1,250	–	–	0.01%	269
2015 Q3	$16K	Hold	1,250	–	–	0.01%	246
2015 Q2	$17K	Hold	1,250	–	–	0.01%	218
2015 Q1	$18K	Hold	1,250	–	–	0.01%	202
2014 Q4	$18K	Sell	1,250 -500	-29%	-$7.15K	0.01%	195
2014 Q3	$26K	Sell	1,750 -750	-30%	-$11.3K	0.02%	175
2014 Q2	$39K	Hold	2,500	–	–	0.03%	149
2014 Q1	$38K	Buy	+2,500	New	+$38.2K	0.03%	147

Other funds holding EVV

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

SIA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CPIG

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Avior Wealth Management's EVV Position: Q4 2024 in Review

Avior Wealth Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2024, closing a stake of 5,492 shares — an estimated $57.7K sold.

Avior Wealth Management first reported a position in EVV in Q1 2014 and held it in 31 quarters. The position peaked at $57.7K in Q3 2024. 166 funds tracked by Wall St. Rank hold EVV as of Q4 2024.

Avior Wealth Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2024 after selling out during the quarter.
Avior Wealth Management sold 5,492 Eaton Vance Limited Duration Income Fund shares in Q4 2024, an estimated $57.7K.
Avior Wealth Management first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2014 and held it in 31 quarters.
Avior Wealth Management's Eaton Vance Limited Duration Income Fund position peaked at $57.7K in Q3 2024.
166 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.