B. Riley Wealth Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

B. Riley 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
2022 Q2	$211	Buy	20,472 +2,518	+14%	+$27K	﹤0.01%	641
2022 Q1	$210K	Sell	17,954 -17	-0.1%	-$205	0.02%	548
2021 Q4	$235K	Buy	17,971 +500	+3%	+$6.58K	0.02%	535
2021 Q3	$230K	Buy	17,471 +501	+3%	+$6.65K	0.02%	525
2021 Q2	$225K	Buy	16,970 +2,016	+13%	+$26K	0.02%	362
2021 Q1	$189K	Buy	14,954 +1,000	+7%	+$12.6K	0.02%	384
2020 Q4	$175K	Buy	+13,954	New	+$168K	0.02%	341
2015 Q3	–	Sell	-175	Closed	-$2K	–	324
2015 Q2	$2K	Hold	175	–	–	﹤0.01%	961
2015 Q1	$2K	Hold	175	–	–	﹤0.01%	965
2014 Q4	$2K	Sell	175 -525	-75%	-$7.51K	﹤0.01%	940
2014 Q3	$10K	Hold	700	–	–	0.01%	762
2014 Q2	$10K	Hold	700	–	–	0.01%	814
2014 Q1	$11K	Buy	+700	New	+$10.7K	0.01%	738

Other funds holding EVV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

B. Riley Wealth Management's EVV Position: Q2 2022 in Review

B. Riley Wealth Management increased its Eaton Vance Limited Duration Income Fund (EVV) stake by 14% in Q2 2022, buying an estimated $27K and bringing the position to 20,472 shares worth $211. The position accounts for ﹤0.01% of the portfolio, ranked #641.

B. Riley Wealth Management first reported a position in EVV in Q1 2014 and has held it in 13 quarters since. The position peaked at $235K in Q4 2021. 150 funds tracked by Wall St. Rank hold EVV as of Q2 2022.

B. Riley Wealth Management held 20,472 shares of Eaton Vance Limited Duration Income Fund worth $211 as of Q2 2022.
B. Riley Wealth Management bought 2,518 Eaton Vance Limited Duration Income Fund shares in Q2 2022, an estimated $27K.
Eaton Vance Limited Duration Income Fund made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #641 holding.
B. Riley Wealth Management first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2014 and has held it in 13 quarters since.
B. Riley Wealth Management's Eaton Vance Limited Duration Income Fund position peaked at $235K in Q4 2021.
150 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.