Cambridge Investment Research Advisors
EVV

Cambridge Investment Research Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Cambridge Investment Research 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
2026
Q2 		$845K Buy
90,167
+4,411
+5% +$41.3K ﹤0.01% 2272
2026
Q1 		$810K Sell
85,756
-1,368
-2% -$13.3K ﹤0.01% 2357
2025
Q4 		$863K Buy
87,124
+3,972
+5% +$39.8K ﹤0.01% 2216
2025
Q3 		$844K Buy
83,152
+5,430
+7% +$55.4K ﹤0.01% 2179
2025
Q2 		$797K Sell
77,722
-25,223
-25% -$249K ﹤0.01% 2135
2025
Q1 		$1.03M Sell
102,945
-3,214
-3% -$32.5K ﹤0.01% 1853
2024
Q4 		$1.04M Sell
106,159
-8,739
-8% -$89.3K ﹤0.01% 1844
2024
Q3 		$1.21M Sell
114,898
-3,216
-3% -$32.3K ﹤0.01% 1725
2024
Q2 		$1.15M Buy
118,114
+13,902
+13% +$134K ﹤0.01% 1661
2024
Q1 		$1.02M Buy
104,212
+15,557
+18% +$152K ﹤0.01% 1723
2023
Q4 		$849K Sell
88,655
-19,452
-18% -$177K ﹤0.01% 1758
2023
Q3 		$977K Buy
108,107
+5,362
+5% +$49.9K ﹤0.01% 1601
2023
Q2 		$962K Sell
102,745
-1,705
-2% -$15.8K ﹤0.01% 1638
2023
Q1 		$1.03M Sell
104,450
-6,069
-5% -$61K 0.01% 1558
2022
Q4 		$1.04M Buy
110,519
+8,461
+8% +$81.7K 0.01% 1491
2022
Q3 		$940K Sell
102,058
-6,075
-6% -$63.6K 0.01% 1518
2022
Q2 		$1.12M Sell
108,133
-13,690
-11% -$147K 0.01% 1406
2022
Q1 		$1.43M Buy
121,823
+8,890
+8% +$107K 0.01% 1347
2021
Q4 		$1.48M Buy
112,933
+23,041
+26% +$303K 0.01% 1328
2021
Q3 		$1.19M Buy
89,892
+11,746
+15% +$156K 0.01% 1404
2021
Q2 		$1.04M Buy
78,146
+8,991
+13% +$116K 0.01% 1510
2021
Q1 		$873K Buy
69,155
+5,557
+9% +$69.9K ﹤0.01% 1525
2020
Q4 		$797K Sell
63,598
-4,896
-7% -$59K ﹤0.01% 1462
2020
Q3 		$775K Sell
68,494
-27,959
-29% -$323K 0.01% 1333
2020
Q2 		$1.09M Sell
96,453
-24,493
-20% -$267K 0.01% 1083
2020
Q1 		$1.28M Buy
120,946
+36,252
+43% +$449K 0.01% 856
2019
Q4 		$1.12M Sell
84,694
-26,982
-24% -$346K 0.01% 1082
2019
Q3 		$1.4M Sell
111,676
-49,231
-31% -$619K 0.01% 900
2019
Q2 		$2.04M Sell
160,907
-6,090
-4% -$77K 0.02% 702
2019
Q1 		$2.11M Sell
166,997
-9,154
-5% -$114K 0.02% 692
2018
Q4 		$2.1M Buy
176,151
+23,335
+15% +$285K 0.02% 622
2018
Q3 		$1.94M Sell
152,816
-6,996
-4% -$88.7K 0.02% 700
2018
Q2 		$2.01M Sell
159,812
-93,590
-37% -$1.2M 0.02% 651
2018
Q1 		$3.3M Buy
253,402
+75,715
+43% +$1M 0.04% 446
2017
Q4 		$2.42M Sell
177,687
-45,547
-20% -$626K 0.03% 519
2017
Q3 		$3.13M Buy
223,234
+12,712
+6% +$178K 0.04% 396
2017
Q2 		$2.97M Buy
210,522
+47,578
+29% +$664K 0.04% 386
2017
Q1 		$2.25M Buy
162,944
+19,912
+14% +$278K 0.04% 412
2016
Q4 		$1.96M Buy
143,032
+39,547
+38% +$530K 0.04% 442
2016
Q3 		$1.42M Buy
103,485
+35,029
+51% +$478K 0.03% 537
2016
Q2 		$920K Sell
68,456
-51,272
-43% -$679K 0.02% 640
2016
Q1 		$1.58M Buy
119,728
+82,781
+224% +$1.03M 0.04% 418
2015
Q4 		$471K Buy
36,947
+1,547
+4% +$19.8K 0.01% 871
2015
Q3 		$449K Sell
35,400
-658
-2% -$8.76K 0.01% 810
2015
Q2 		$486K Sell
36,058
-2,503
-6% -$35.6K 0.01% 821
2015
Q1 		$555K Sell
38,561
-9,462
-20% -$134K 0.02% 743
2014
Q4 		$678K Buy
48,023
+8,993
+23% +$129K 0.02% 630
2014
Q3 		$569K Buy
39,030
+1,207
+3% +$18.2K 0.02% 755
2014
Q2 		$589K Sell
37,823
-2,318
-6% -$35.8K 0.02% 673
2014
Q1 		$612K Buy
40,141
+12,220
+44% +$187K 0.02% 612
2013
Q4 		$427K Sell
27,921
-2,298
-8% -$34.6K 0.02% 718
2013
Q3 		$473K Sell
30,219
-1,517
-5% -$23K 0.02% 653
2013
Q2 		$506K Buy
+31,736
New +$536K 0.03% 540

Other funds holding EVV

CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFWM
Future Financial Wealth Management Cincinnati, Ohio $160M AUM 21.24% 1-Year Est. Return

Cambridge Investment Research Advisors's EVV Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Eaton Vance Limited Duration Income Fund (EVV) stake by 5.1% in Q2 2026, buying an estimated $41.3K and bringing the position to 90,167 shares worth $845K. The position accounts for ﹤0.01% of the portfolio, ranked #2272.

Cambridge Investment Research Advisors first reported a position in EVV in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.3M in Q1 2018. 51 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • Cambridge Investment Research Advisors held 90,167 shares of Eaton Vance Limited Duration Income Fund worth $845K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 4,411 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $41.3K.
  • Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2272 holding.
  • Cambridge Investment Research Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2013 and has held it in 53 quarters since.
  • Cambridge Investment Research Advisors's Eaton Vance Limited Duration Income Fund position peaked at $3.3M in Q1 2018.
  • 51 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.