BOPW
EVV

Brandywine Oak Private Wealth’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-1,100
Closed -$13K – 336
2018
Q4 		$13K Buy
+1,100
New +$13.4K ﹤0.01% 483

Other funds holding EVV

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Brandywine Oak Private Wealth's EVV Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2019, closing a stake of 1,100 shares — an estimated $13K sold.

Brandywine Oak Private Wealth first reported a position in EVV in Q4 2018 and held it in 1 quarter. The position peaked at $13K in Q4 2018. 156 funds tracked by Wall St. Rank hold EVV as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 1,100 Eaton Vance Limited Duration Income Fund shares in Q1 2019, an estimated $13K.
  • Brandywine Oak Private Wealth first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Eaton Vance Limited Duration Income Fund position peaked at $13K in Q4 2018.
  • 156 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.