BFA
EVV

Benedict Financial Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Benedict Financial Advisors’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
2017
Q4 		– Sell
-11,038
Closed -$155K – 105
2017
Q3 		$155K Buy
11,038
+8
+0.1% +$112 0.08% 106
2017
Q2 		$155K Buy
11,030
+36
+0.3% +$502 0.08% 104
2017
Q1 		$152K Buy
10,994
+28
+0.3% +$392 0.08% 102
2016
Q4 		$150K Buy
10,966
+30
+0.3% +$402 0.09% 101
2016
Q3 		$150K Sell
10,936
-619
-5% -$8.45K 0.09% 98
2016
Q2 		$155K Sell
11,555
-793
-6% -$10.5K 0.09% 96
2016
Q1 		$163K Sell
12,348
-901
-7% -$11.2K 0.1% 95
2015
Q4 		$169K Buy
13,249
+42
+0.3% +$538 0.11% 95
2015
Q3 		$167K Sell
13,207
-1,563
-11% -$20.8K 0.12% 88
2015
Q2 		$201K Sell
14,770
-593
-4% -$8.44K 0.13% 97
2015
Q1 		$221K Buy
15,363
+33
+0.2% +$469 0.14% 94
2014
Q4 		$219K Buy
+15,330
New +$219K 0.14% 95

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Benedict Financial Advisors's EVV Position: Q4 2017 in Review

Benedict Financial Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2017, closing a stake of 11,038 shares — an estimated $155K sold.

Benedict Financial Advisors first reported a position in EVV in Q4 2014 and held it in 12 quarters. The position peaked at $221K in Q1 2015. 150 funds tracked by Wall St. Rank hold EVV as of Q4 2017.

  • Benedict Financial Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2017 after selling out during the quarter.
  • Benedict Financial Advisors sold 11,038 Eaton Vance Limited Duration Income Fund shares in Q4 2017, an estimated $155K.
  • Benedict Financial Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2014 and held it in 12 quarters.
  • Benedict Financial Advisors's Eaton Vance Limited Duration Income Fund position peaked at $221K in Q1 2015.
  • 150 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2017.

Based on Benedict Financial Advisors's 13F filing for Q4 2017, filed 5 Feb 2018.