Bartlett & Co Wealth Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Bartlett & Co 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
2026 Q1	–	Sell	-255	Closed	-$2.53K	–	1310
2025 Q4	$2.53K	Hold	255	–	–	﹤0.01%	1107
2025 Q3	$2.59K	Hold	255	–	–	﹤0.01%	1082
2025 Q2	$2.62K	Hold	255	–	–	﹤0.01%	1071
2025 Q1	$2.54K	Hold	255	–	–	﹤0.01%	1048
2024 Q4	$2.49K	Hold	255	–	–	﹤0.01%	1025
2024 Q3	$2.68K	Hold	255	–	–	﹤0.01%	1020
2024 Q2	$2.48K	Hold	255	–	–	﹤0.01%	1042
2024 Q1	$2.49K	Hold	255	–	–	﹤0.01%	1026
2023 Q4	$2.47K	Hold	255	–	–	﹤0.01%	1139
2023 Q3	$2.31K	Hold	255	–	–	﹤0.01%	1062
2023 Q2	$2.39K	Hold	255	–	–	﹤0.01%	1053
2023 Q1	$2.51K	Hold	255	–	–	﹤0.01%	963
2022 Q4	$2.39K	Hold	255	–	–	﹤0.01%	999
2022 Q3	$2.35K	Hold	255	–	–	﹤0.01%	1033
2022 Q2	$2.63K	Hold	255	–	–	﹤0.01%	1141
2022 Q1	$2.98K	Buy	+255	New	+$3.08K	﹤0.01%	975
2021 Q4	–	Sell	-255	Closed	-$3.36K	–	544
2021 Q3	$3.36K	Hold	255	–	–	﹤0.01%	814
2021 Q2	$3.38K	Hold	255	–	–	﹤0.01%	798
2021 Q1	$3.22K	Hold	255	–	–	﹤0.01%	831
2020 Q4	$3.19K	Hold	255	–	–	﹤0.01%	850
2020 Q3	$2.88K	Hold	255	–	–	﹤0.01%	769
2020 Q2	$2.87K	Hold	255	–	–	﹤0.01%	768
2020 Q1	$2.69K	Buy	+255	New	+$3.16K	﹤0.01%	763

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bartlett & Co Wealth Management's EVV Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2026, closing a stake of 255 shares — an estimated $2.53K sold.

Bartlett & Co Wealth Management first reported a position in EVV in Q1 2020 and held it in 23 quarters. The position peaked at $3.38K in Q2 2021. 136 funds tracked by Wall St. Rank hold EVV as of Q1 2026.

Bartlett & Co Wealth Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2026 after selling out during the quarter.
Bartlett & Co Wealth Management sold 255 Eaton Vance Limited Duration Income Fund shares in Q1 2026, an estimated $2.53K.
Bartlett & Co Wealth Management first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2020 and held it in 23 quarters.
Bartlett & Co Wealth Management's Eaton Vance Limited Duration Income Fund position peaked at $3.38K in Q2 2021.
136 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.