Calamos Advisors
EVV

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

Calamos 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
2024
Q3 		– Sell
-38,916
Closed -$379K – 960
2024
Q2 		$379K Buy
38,916
+12,337
+46% +$119K ﹤0.01% 725
2024
Q1 		$259K Buy
+26,579
New +$260K ﹤0.01% 745

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Calamos Advisors's EVV Position: Q3 2024 in Review

Calamos Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2024, closing a stake of 38,916 shares — an estimated $379K sold.

Calamos Advisors first reported a position in EVV in Q1 2024 and held it in 2 quarters. The position peaked at $379K in Q2 2024. 144 funds tracked by Wall St. Rank hold EVV as of Q3 2024.

  • Calamos Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2024 after selling out during the quarter.
  • Calamos Advisors sold 38,916 Eaton Vance Limited Duration Income Fund shares in Q3 2024, an estimated $379K.
  • Calamos Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2024 and held it in 2 quarters.
  • Calamos Advisors's Eaton Vance Limited Duration Income Fund position peaked at $379K in Q2 2024.
  • 144 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2024.

Based on Calamos Advisors's 13F filing for Q3 2024, filed 7 Nov 2024.