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 $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

RVPG

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Bruderman Asset Management's EVV Position: Q3 2017 in Review

Bruderman Asset Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2017, closing a stake of 1,000 shares — an estimated $14K sold.

Bruderman Asset Management first reported a position in EVV in Q1 2015 and held it in 9 quarters. The position peaked at $14K in Q2 2017. 123 funds tracked by Wall St. Rank hold EVV as of Q3 2017.

Bruderman Asset Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2017 after selling out during the quarter.
Bruderman Asset Management sold 1,000 Eaton Vance Limited Duration Income Fund shares in Q3 2017, an estimated $14K.
Bruderman Asset Management first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2015 and held it in 9 quarters.
Bruderman Asset Management's Eaton Vance Limited Duration Income Fund position peaked at $14K in Q2 2017.
123 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2017.

Based on Bruderman Asset Management's 13F filing for Q3 2017, filed 13 Nov 2017.