CT
EVV

Cambridge Trust’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Cambridge Trust’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
Q1 		– Sell
-600
Closed -$5.75K – 674
2023
Q4 		$5.75K Buy
+600
New +$5.47K ﹤0.01% 616
2022
Q3 		– Sell
-2,000
Closed -$21K – 860
2022
Q2 		$21K Hold
2,000
– – ﹤0.01% 595
2022
Q1 		$23K Hold
2,000
– – ﹤0.01% 651
2021
Q4 		$26K Buy
+2,000
New +$26.3K ﹤0.01% 644

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
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Cambridge Trust's EVV Position: Q1 2024 in Review

Cambridge Trust sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2024, closing a stake of 600 shares — an estimated $5.75K sold.

Cambridge Trust first reported a position in EVV in Q4 2021 and held it in 4 quarters. The position peaked at $26K in Q4 2021. 153 funds tracked by Wall St. Rank hold EVV as of Q1 2024.

  • Cambridge Trust reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2024 after selling out during the quarter.
  • Cambridge Trust sold 600 Eaton Vance Limited Duration Income Fund shares in Q1 2024, an estimated $5.75K.
  • Cambridge Trust first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2021 and held it in 4 quarters.
  • Cambridge Trust's Eaton Vance Limited Duration Income Fund position peaked at $26K in Q4 2021.
  • 153 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.