CFA
EVV

Cahill Financial Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Cahill Financial Advisors’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
2025
Q2 		– Sell
-12,389
Closed -$124K – 275
2025
Q1 		$124K Sell
12,389
-4,076
-25% -$41.2K 0.02% 265
2024
Q4 		$161K Sell
16,465
-8,715
-35% -$89K 0.02% 259
2024
Q3 		$265K Sell
25,180
-3,704
-13% -$37.2K 0.04% 225
2024
Q2 		$281K Sell
28,884
-41,006
-59% -$396K 0.04% 220
2024
Q1 		$681K Sell
69,890
-5,016
-7% -$49K 0.09% 153
2023
Q4 		$718K Sell
74,906
-1,239
-2% -$11.3K 0.11% 139
2023
Q3 		$688K Sell
76,145
-2,833
-4% -$26.3K 0.11% 142
2023
Q2 		$739K Sell
78,978
-2,134
-3% -$19.8K 0.12% 133
2023
Q1 		$799K Buy
81,112
+634
+0.8% +$6.37K 0.14% 128
2022
Q4 		$756K Buy
80,478
+12,149
+18% +$117K 0.15% 131
2022
Q3 		$629K Sell
68,329
-1,036
-1% -$10.8K 0.13% 137
2022
Q2 		$717K Sell
69,365
-30
-0% -$321 0.15% 127
2022
Q1 		$812K Buy
69,395
+851
+1% +$10.3K 0.15% 128
2021
Q4 		$898K Sell
68,544
-294
-0.4% -$3.87K 0.17% 116
2021
Q3 		$907K Buy
68,838
+961
+1% +$12.8K 0.19% 113
2021
Q2 		$900K Buy
67,877
+1,170
+2% +$15.1K 0.2% 103
2021
Q1 		$843K Buy
66,707
+4,196
+7% +$52.8K 0.21% 101
2020
Q4 		$783K Buy
62,511
+277
+0.4% +$3.34K 0.2% 101
2020
Q3 		$704K Buy
62,234
+186
+0.3% +$2.15K 0.25% 89
2020
Q2 		$700K Buy
62,048
+728
+1% +$7.93K 0.27% 84
2020
Q1 		$649K Sell
61,320
-464
-0.8% -$5.75K 0.3% 83
2019
Q4 		$819K Sell
61,784
-2,398
-4% -$30.7K 0.3% 83
2019
Q3 		$803K Buy
64,182
+86
+0.1% +$1.08K 0.31% 82
2019
Q2 		$811K Buy
64,096
+74
+0.1% +$935 0.32% 80
2019
Q1 		$810K Buy
64,022
+442
+0.7% +$5.5K 0.34% 80
2018
Q4 		$758K Sell
63,580
-2,398
-4% -$29.2K 0.38% 72
2018
Q3 		$837K Sell
65,978
-1,014
-2% -$12.9K 0.37% 71
2018
Q2 		$843K Buy
66,992
+10,460
+19% +$134K 0.39% 67
2018
Q1 		$737K Buy
+56,532
New +$749K 0.35% 77

Other funds holding EVV

Morgan Stanley
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cahill Financial Advisors's EVV Position: Q2 2025 in Review

Cahill Financial Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2025, closing a stake of 12,389 shares — an estimated $124K sold.

Cahill Financial Advisors first reported a position in EVV in Q1 2018 and held it in 29 quarters. The position peaked at $907K in Q3 2021. 146 funds tracked by Wall St. Rank hold EVV as of Q2 2025.

  • Cahill Financial Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2025 after selling out during the quarter.
  • Cahill Financial Advisors sold 12,389 Eaton Vance Limited Duration Income Fund shares in Q2 2025, an estimated $124K.
  • Cahill Financial Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2018 and held it in 29 quarters.
  • Cahill Financial Advisors's Eaton Vance Limited Duration Income Fund position peaked at $907K in Q3 2021.
  • 146 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2025.

Based on Cahill Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.