Beck Mack & Oliver’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Beck Mack & Oliver’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
2020 Q3	–	Sell	-16,800	Closed	-$189K	–	191
2020 Q2	$189K	Hold	16,800	–	–	0.01%	182
2020 Q1	$178K	Hold	16,800	–	–	0.01%	174
2019 Q4	$223K	Hold	16,800	–	–	0.01%	197
2019 Q3	$210K	Hold	16,800	–	–	0.01%	194
2019 Q2	$213K	Hold	16,800	–	–	0.01%	201
2019 Q1	$213K	Hold	16,800	–	–	0.01%	200
2018 Q4	$200K	Hold	16,800	–	–	0.01%	203
2018 Q3	$213K	Hold	16,800	–	–	0.01%	212
2018 Q2	$211K	Hold	16,800	–	–	0.01%	211
2018 Q1	$219K	Hold	16,800	–	–	0.01%	209
2017 Q4	$229K	Hold	16,800	–	–	0.01%	214
2017 Q3	$236K	Hold	16,800	–	–	0.01%	206
2017 Q2	$237K	Hold	16,800	–	–	0.01%	208
2017 Q1	$232K	Hold	16,800	–	–	0.01%	203
2016 Q4	$230K	Sell	16,800 -8,891	-35%	-$119K	0.01%	200
2016 Q3	$352K	Hold	25,691	–	–	0.01%	182
2016 Q2	$345K	Buy	25,691 +2,000	+8%	+$26.5K	0.01%	213
2016 Q1	$312K	Hold	23,691	–	–	0.01%	219
2015 Q4	$302K	Sell	23,691 -6,900	-23%	-$88.5K	0.01%	225
2015 Q3	$388K	Hold	30,591	–	–	0.01%	231
2015 Q2	$412K	Buy	30,591 +7,977	+35%	+$113K	0.01%	246
2015 Q1	$325K	Hold	22,614	–	–	0.01%	271
2014 Q4	$319K	Hold	22,614	–	–	0.01%	277
2014 Q3	$330K	Hold	22,614	–	–	0.01%	275
2014 Q2	$352K	Buy	+22,614	New	+$349K	0.01%	275

Other funds holding EVV

SIA

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

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

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Beck Mack & Oliver's EVV Position: Q3 2020 in Review

Beck Mack & Oliver sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2020, closing a stake of 16,800 shares — an estimated $189K sold.

Beck Mack & Oliver first reported a position in EVV in Q2 2014 and held it in 25 quarters. The position peaked at $412K in Q2 2015. 140 funds tracked by Wall St. Rank hold EVV as of Q3 2020.

Beck Mack & Oliver reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2020 after selling out during the quarter.
Beck Mack & Oliver sold 16,800 Eaton Vance Limited Duration Income Fund shares in Q3 2020, an estimated $189K.
Beck Mack & Oliver first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2014 and held it in 25 quarters.
Beck Mack & Oliver's Eaton Vance Limited Duration Income Fund position peaked at $412K in Q2 2015.
140 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2020.

Based on Beck Mack & Oliver's 13F filing for Q3 2020, filed 2 Nov 2020.