BCM
EVV

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

Brookstone Capital 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
2015
Q4 		– Sell
-1,250
Closed -$16K – 377
2015
Q3 		$16K Sell
1,250
-12
-1% -$160 ﹤0.01% 882
2015
Q2 		$17K Buy
+1,262
New +$18K ﹤0.01% 942

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Brookstone Capital Management's EVV Position: Q4 2015 in Review

Brookstone Capital Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2015, closing a stake of 1,250 shares — an estimated $16K sold.

Brookstone Capital Management first reported a position in EVV in Q2 2015 and held it in 2 quarters. The position peaked at $17K in Q2 2015. 139 funds tracked by Wall St. Rank hold EVV as of Q4 2015.

  • Brookstone Capital Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2015 after selling out during the quarter.
  • Brookstone Capital Management sold 1,250 Eaton Vance Limited Duration Income Fund shares in Q4 2015, an estimated $16K.
  • Brookstone Capital Management first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2015 and held it in 2 quarters.
  • Brookstone Capital Management's Eaton Vance Limited Duration Income Fund position peaked at $17K in Q2 2015.
  • 139 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2015.

Based on Brookstone Capital Management's 13F filing for Q4 2015, filed 14 Jan 2016.