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BI
EVV
Bramshill Investments’s
Eaton Vance Limited Duration Income Fund
EVV
Stock Holding History
Bramshill Investments’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
2022
Q4
–
Sell
-216
Closed
-$2K
–
150
2022
Q3
$2K
Sell
216
-595,342
-100%
-$6.23M
﹤0.01%
135
2022
Q2
$6.15M
Buy
+595,558
New
+$6.38M
0.73%
23
2022
Q1
–
Sell
-286,425
Closed
-$3.75M
–
133
2021
Q4
$3.75M
Buy
286,425
+64,502
+29%
+$849K
0.37%
24
2021
Q3
$2.92M
Sell
221,923
-1,066,160
-83%
-$14.2M
0.25%
35
2021
Q2
$17.1M
Buy
1,288,083
+836,381
+185%
+$10.8M
1.31%
22
2021
Q1
$5.71M
Sell
451,702
-9,607
-2%
-$121K
0.36%
51
2020
Q4
$5.78M
Buy
461,309
+322,427
+232%
+$3.88M
0.4%
47
2020
Q3
$1.57M
Sell
138,882
-64,592
-32%
-$747K
0.22%
31
2020
Q2
$2.29M
Buy
203,474
+30,847
+18%
+$336K
0.36%
30
2020
Q1
$1.82M
Buy
+172,627
New
+$2.14M
0.34%
36
2018
Q4
–
Sell
-2,700
Closed
-$34K
–
192
2018
Q3
$34K
Buy
+2,700
New
+$34.2K
0.01%
116
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$1.33B AUM
25.12%
1-Year Est. Return
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$1.66T AUM
25.57%
1-Year Est. Return
SIA
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$4.93B AUM
12.22%
1-Year Est. Return
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$653B AUM
32.41%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
CPIG
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Chicago, Illinois
$4.47B AUM
19.29%
1-Year Est. Return
GC
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Chicago, Illinois
$12.6B AUM
27.3%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
CAN
Cetera Advisor Networks
El Segundo, California
$20.2B AUM
22.31%
1-Year Est. Return
KIG
Kennedy Investment Group
West Depford, New Jersey
$255M AUM
20.81%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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