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

Cadence 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
2022 Q4	–	Sell	-12,832	Closed	-$118K	–	27
2022 Q3	$118K	Sell	12,832 -10,017	-44%	-$105K	0.11%	26
2022 Q2	$236K	Sell	22,849 -2,919	-11%	-$31.3K	0.24%	25
2022 Q1	$301K	Sell	25,768 -1,516	-6%	-$18.3K	0.23%	28
2021 Q4	$357K	Sell	27,284 -1,750	-6%	-$23K	0.39%	21
2021 Q3	$383K	Sell	29,034 -6,254	-18%	-$83K	0.43%	21
2021 Q2	$468K	Sell	35,288 -9,535	-21%	-$123K	0.4%	23
2021 Q1	$566K	Buy	+44,823	New	+$564K	0.51%	19

Other funds holding EVV

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Bank of America

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

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return