CP
EVV

Camelot Portfolios’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Camelot Portfolios’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 		$155K Sell
16,576
-45
-0.3% -$421 0.11% 192
2026
Q1 		$157K Sell
16,621
-921
-5% -$8.98K 0.12% 184
2025
Q4 		$174K Sell
17,542
-507
-3% -$5.08K 0.11% 190
2025
Q3 		$183K Sell
18,049
-82,425
-82% -$841K 0.11% 189
2025
Q2 		$1.03M Sell
100,474
-7,817
-7% -$77.3K 0.62% 52
2025
Q1 		$1.08M Buy
108,291
+23,558
+28% +$238K 0.67% 49
2024
Q4 		$828K Sell
84,733
-6,729
-7% -$68.7K 0.89% 38
2024
Q3 		$961K Sell
91,462
-35,577
-28% -$358K 0.95% 37
2024
Q2 		$1.24M Buy
127,039
+19,578
+18% +$189K 0.7% 39
2024
Q1 		$1.05M Sell
107,461
-36,155
-25% -$353K 1.02% 32
2023
Q4 		$1.38M Buy
143,616
+31,829
+28% +$290K 0.81% 29
2023
Q3 		$1.01M Sell
111,787
-22,843
-17% -$212K 0.97% 34
2023
Q2 		$1.26M Buy
134,630
+1,795
+1% +$16.7K 0.79% 36
2023
Q1 		$1.31M Sell
132,835
-11,299
-8% -$113K 0.91% 29
2022
Q4 		$1.35M Sell
144,134
-6,073
-4% -$58.7K 1% 29
2022
Q3 		$1.38M Sell
150,207
-20,801
-12% -$218K 1.3% 19
2022
Q2 		$1.77M Buy
171,008
+64,363
+60% +$689K 1.06% 20
2022
Q1 		$1.25M Buy
106,645
+7,365
+7% +$88.9K 0.62% 45
2021
Q4 		$1.3M Sell
99,280
-60,491
-38% -$796K 0.52% 53
2021
Q3 		$2.11M Sell
159,771
-137,512
-46% -$1.83M 1.08% 21
2021
Q2 		$3.94M Buy
297,283
+2,899
+1% +$37.3K 1.59% 8
2021
Q1 		$3.72M Buy
294,384
+27,121
+10% +$341K 1.54% 15
2020
Q4 		$3.35M Sell
267,263
-60,249
-18% -$726K 1.75% 12
2020
Q3 		$3.7M Sell
327,512
-21,587
-6% -$250K 2.32% 6
2020
Q2 		$3.93M Sell
349,099
-135,521
-28% -$1.48M 2.53% 3
2020
Q1 		$5.12M Sell
484,620
-49,977
-9% -$619K 2.85% 4
2019
Q4 		$7.08M Sell
534,597
-2,046
-0.4% -$26.2K 2.98% 3
2019
Q3 		$6.71M Sell
536,643
-39,800
-7% -$500K 3.17% 4
2019
Q2 		$7.29M Sell
576,443
-24,385
-4% -$308K 3.02% 4
2019
Q1 		$7.6M Sell
600,828
-57,163
-9% -$712K 3.17% 4
2018
Q4 		$7.84M Buy
657,991
+14,930
+2% +$182K 3.66% 2
2018
Q3 		$8.15M Sell
643,061
-113
-0% -$1.43K 3.67% 3
2018
Q2 		$8.09M Sell
643,174
-23,193
-3% -$298K 3.45% 3
2018
Q1 		$8.68M Sell
666,367
-565
-0.1% -$7.49K 4.05% 2
2017
Q4 		$9.1M Sell
666,932
-10,539
-2% -$145K 4.3% 3
2017
Q3 		$9.51M Buy
677,471
+24,212
+4% +$339K 4.6% 3
2017
Q2 		$9.21M Buy
653,259
+6,631
+1% +$92.5K 4.55% 3
2017
Q1 		$8.94M Buy
646,628
+42,003
+7% +$587K 4.36% 2
2016
Q4 		$8.29M Buy
604,625
+57,037
+10% +$765K 4.33% 2
2016
Q3 		$7.51M Buy
547,588
+18,282
+3% +$250K 4.03% 3
2016
Q2 		$7.11M Buy
529,306
+20,889
+4% +$277K 4.15% 3
2016
Q1 		$6.7M Sell
508,417
-1,488
-0.3% -$18.5K 4.11% 3
2015
Q4 		$6.51M Buy
509,905
+57,450
+13% +$737K 4.14% 3
2015
Q3 		$5.74M Buy
452,455
+4,378
+1% +$58.3K 3.85% 3
2015
Q2 		$6.04M Buy
448,077
+60,119
+15% +$855K 3.48% 3
2015
Q1 		$5.58M Sell
387,958
-42,137
-10% -$598K 3.25% 3
2014
Q4 		$6.07M Buy
430,095
+46,762
+12% +$669K 3.49% 3
2014
Q3 		$5.59M Buy
383,333
+42,858
+13% +$646K 3.25% 4
2014
Q2 		$5.3M Buy
340,475
+19,140
+6% +$295K 3.42% 2
2014
Q1 		$4.9M Sell
321,335
-18,081
-5% -$276K 3.31% 3
2013
Q4 		$5.19M Buy
339,416
+18,673
+6% +$281K 3.35% 3
2013
Q3 		$5.02M Buy
320,743
+16,515
+5% +$250K 3.68% 3
2013
Q2 		$4.85M Buy
+304,228
New +$5.13M 3.69% 4

Other funds holding EVV

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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 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
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Camelot Portfolios's EVV Position: Q2 2026 in Review

Camelot Portfolios reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 0.27% in Q2 2026, selling an estimated $421 and leaving 16,576 shares worth $155K. The position accounts for 0.11% of the portfolio, ranked #192.

Camelot Portfolios first reported a position in EVV in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.51M in Q3 2017. 27 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • Camelot Portfolios held 16,576 shares of Eaton Vance Limited Duration Income Fund worth $155K as of Q2 2026.
  • Camelot Portfolios sold 45 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $421.
  • Eaton Vance Limited Duration Income Fund made up 0.11% of Camelot Portfolios's portfolio in Q2 2026, its #192 holding.
  • Camelot Portfolios first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2013 and has held it in 53 quarters since.
  • Camelot Portfolios's Eaton Vance Limited Duration Income Fund position peaked at $9.51M in Q3 2017.
  • 27 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Camelot Portfolios's 13F filing for Q2 2026, filed 17 Jul 2026.