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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

CAN

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

KIG

Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return

Cadence Wealth Management's EVV Position: Q4 2022 in Review

Cadence Wealth Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2022, closing a stake of 12,832 shares — an estimated $118K sold.

Cadence Wealth Management first reported a position in EVV in Q1 2021 and held it in 7 quarters. The position peaked at $566K in Q1 2021. 167 funds tracked by Wall St. Rank hold EVV as of Q4 2022.

Cadence Wealth Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2022 after selling out during the quarter.
Cadence Wealth Management sold 12,832 Eaton Vance Limited Duration Income Fund shares in Q4 2022, an estimated $118K.
Cadence Wealth Management first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2021 and held it in 7 quarters.
Cadence Wealth Management's Eaton Vance Limited Duration Income Fund position peaked at $566K in Q1 2021.
167 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2022.

Based on Cadence Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.