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 $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $133M AUM 13.88% 1-Year Est. Return