BFM
EVV

Boothbay Fund Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Boothbay Fund Management’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
2026
Q1 		$186K Buy
+19,644
New +$192K ﹤0.01% 1792
2023
Q3 		– Sell
-11,000
Closed -$103K – 1855
2023
Q2 		$103K Buy
+11,000
New +$102K ﹤0.01% 1614
2018
Q1 		– Sell
-29,000
Closed -$396K – 753
2017
Q4 		$396K Buy
+29,000
New +$399K 0.07% 341
2016
Q1 		– Sell
-12,865
Closed -$164K – 411
2015
Q4 		$164K Buy
+12,865
New +$165K 0.09% 451
2015
Q1 		– Sell
-33,600
Closed -$474K – 367
2014
Q4 		$474K Buy
+33,600
New +$481K 0.46% 66

Other funds holding EVV

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SIA
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Ameriprise
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GC
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
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CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return