BW
EVV

Biegel & Waller’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Biegel & Waller’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
Q1 		– Sell
-19,682
Closed -$277K – 54
2016
Q4 		$277K Buy
+19,682
New +$264K 0.19% 35

Other funds holding EVV

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RCM
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SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Biegel & Waller's EVV Position: Q1 2017 in Review

Biegel & Waller sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2017, closing a stake of 19,682 shares — an estimated $277K sold.

Biegel & Waller first reported a position in EVV in Q4 2016 and held it in 1 quarter. The position peaked at $277K in Q4 2016. 130 funds tracked by Wall St. Rank hold EVV as of Q1 2017.

  • Biegel & Waller reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2017 after selling out during the quarter.
  • Biegel & Waller sold 19,682 Eaton Vance Limited Duration Income Fund shares in Q1 2017, an estimated $277K.
  • Biegel & Waller first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2016 and held it in 1 quarter.
  • Biegel & Waller's Eaton Vance Limited Duration Income Fund position peaked at $277K in Q4 2016.
  • 130 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2017.

Based on Biegel & Waller's 13F filing for Q1 2017, filed 12 May 2017.