Cabot Wealth Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Cabot Wealth 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
2014 Q3	–	Sell	-142,770	Closed	-$2.22M	–	146
2014 Q2	$2.22M	Sell	142,770 -420	-0.3%	-$6.48K	0.56%	79
2014 Q1	$2.18M	Buy	143,190 +3,520	+3%	+$53.8K	0.57%	82
2013 Q4	$2.14M	Buy	+139,670	New	+$2.1M	0.56%	84
2013 Q3	–	Sell	-36,180	Closed	-$577K	–	159
2013 Q2	$577K	Buy	+36,180	New	+$611K	0.2%	135

Other funds holding EVV

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SIA

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

RVP

Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cabot Wealth Management's EVV Position: Q3 2014 in Review

Cabot Wealth Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2014, closing a stake of 142,770 shares — an estimated $2.22M sold.

Cabot Wealth Management first reported a position in EVV in Q2 2013 and held it in 4 quarters. The position peaked at $2.22M in Q2 2014. 112 funds tracked by Wall St. Rank hold EVV as of Q3 2014.

Cabot Wealth Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2014 after selling out during the quarter.
Cabot Wealth Management sold 142,770 Eaton Vance Limited Duration Income Fund shares in Q3 2014, an estimated $2.22M.
Cabot Wealth Management first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2013 and held it in 4 quarters.
Cabot Wealth Management's Eaton Vance Limited Duration Income Fund position peaked at $2.22M in Q2 2014.
112 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2014.

Based on Cabot Wealth Management's 13F filing for Q3 2014, filed 17 Oct 2014.