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

Baystate 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
2023 Q4	$14.6K	Buy	+1,524	New	+$13.9K	﹤0.01%	637

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CPIG

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

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

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Baystate Wealth Management's EVV Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Eaton Vance Limited Duration Income Fund (EVV) in Q4 2023: 1,524 shares worth $14.6K. The stake represents ﹤0.01% of the portfolio and ranks #637 among its holdings.

165 funds tracked by Wall St. Rank hold EVV as of Q4 2023.

Baystate Wealth Management held 1,524 shares of Eaton Vance Limited Duration Income Fund worth $14.6K as of Q4 2023.
Eaton Vance Limited Duration Income Fund was a new Baystate Wealth Management position in Q4 2023.
Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #637 holding.
165 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.