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

Bruderman Asset 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
2017 Q3	–	Sell	-1,000	Closed	-$14K	–	187
2017 Q2	$14K	Buy	+1,000	New	+$14K	﹤0.01%	287
2017 Q1	–	Sell	-1,000	Closed	-$14K	–	183
2016 Q4	$14K	Hold	1,000	–	–	﹤0.01%	294
2016 Q3	$14K	Hold	1,000	–	–	﹤0.01%	307
2016 Q2	$13K	Hold	1,000	–	–	﹤0.01%	296
2016 Q1	$13K	Hold	1,000	–	–	﹤0.01%	300
2015 Q4	$13K	Hold	1,000	–	–	﹤0.01%	318
2015 Q3	$13K	Hold	1,000	–	–	0.01%	319
2015 Q2	$13K	Hold	1,000	–	–	0.01%	331
2015 Q1	$14K	Buy	+1,000	New	+$14.2K	0.01%	316

Other funds holding EVV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $133M AUM 13.88% 1-Year Est. Return