BTWM
EVV

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

Baker Tilly 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
Q3 		– Sell
-15,600
Closed -$152K – 250
2024
Q2 		$152K Hold
15,600
– – 0.06% 275
2024
Q1 		$152K Hold
15,600
– – 0.03% 409
2023
Q4 		$149K Hold
15,600
– – 0.02% 458
2023
Q3 		$141K Hold
15,600
– – 0.02% 447
2023
Q2 		$146K Sell
15,600
-314
-2% -$2.92K 0.02% 530
2023
Q1 		$157K Buy
15,914
+314
+2% +$3.15K 0.02% 527
2022
Q4 		$146K Hold
15,600
– – 0.02% 515
2022
Q3 		$144K Hold
15,600
– – 0.02% 489
2022
Q2 		$161K Hold
15,600
– – 0.02% 476
2022
Q1 		$183K Sell
15,600
-10,000
-39% -$121K 0.02% 503
2021
Q4 		$335K Hold
25,600
– – 0.04% 416
2021
Q3 		$337K Hold
25,600
– – 0.04% 395
2021
Q2 		$339K Hold
25,600
– – 0.05% 369
2021
Q1 		$323K Hold
25,600
– – 0.07% 340
2020
Q4 		$321K Buy
+25,600
New +$308K 0.1% 225

Other funds holding EVV

Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Baker Tilly Wealth Management's EVV Position: Q3 2024 in Review

Baker Tilly Wealth Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2024, closing a stake of 15,600 shares — an estimated $152K sold.

Baker Tilly Wealth Management first reported a position in EVV in Q4 2020 and held it in 15 quarters. The position peaked at $339K in Q2 2021. 144 funds tracked by Wall St. Rank hold EVV as of Q3 2024.

  • Baker Tilly Wealth Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 15,600 Eaton Vance Limited Duration Income Fund shares in Q3 2024, an estimated $152K.
  • Baker Tilly Wealth Management first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2020 and held it in 15 quarters.
  • Baker Tilly Wealth Management's Eaton Vance Limited Duration Income Fund position peaked at $339K in Q2 2021.
  • 144 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.