BFG
EVV

Berger Financial Group’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Berger Financial Group’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
2021
Q1 		– Sell
-11,375
Closed -$143K – 206
2020
Q4 		$143K Buy
+11,375
New +$137K 0.03% 202

Other funds holding EVV

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RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Berger Financial Group's EVV Position: Q1 2021 in Review

Berger Financial Group sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2021, closing a stake of 11,375 shares — an estimated $143K sold.

Berger Financial Group first reported a position in EVV in Q4 2020 and held it in 1 quarter. The position peaked at $143K in Q4 2020. 145 funds tracked by Wall St. Rank hold EVV as of Q1 2021.

  • Berger Financial Group reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2021 after selling out during the quarter.
  • Berger Financial Group sold 11,375 Eaton Vance Limited Duration Income Fund shares in Q1 2021, an estimated $143K.
  • Berger Financial Group first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2020 and held it in 1 quarter.
  • Berger Financial Group's Eaton Vance Limited Duration Income Fund position peaked at $143K in Q4 2020.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2021.

Based on Berger Financial Group's 13F filing for Q1 2021, filed 12 May 2021.