Cape Investment Advisory’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Cape Investment Advisory’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	$125K	Buy	13,341 +1,155	+9%	+$10.8K	0.03%	303
2026 Q1	$115K	Sell	12,186 -815	-6%	-$7.95K	0.04%	224
2025 Q4	$129K	Buy	+13,001	New	+$130K	0.04%	259
2025 Q3	–	Sell	-6,093	Closed	-$62.5K	–	950
2025 Q2	$62.5K	Sell	6,093 -1,000	-14%	-$9.89K	0.02%	337
2025 Q1	$70.8K	Buy	7,093 +3,400	+92%	+$34.4K	0.03%	295
2024 Q4	$36.1K	Sell	3,693 -2,000	-35%	-$20.4K	0.01%	387
2024 Q3	$59.8K	Buy	5,693 +5,570	+4,528%	+$56K	0.02%	297
2024 Q2	$1.2K	Buy	+123	New	+$1.19K	﹤0.01%	826
2024 Q1	–	Sell	-500	Closed	-$4.79K	–	1000
2023 Q4	$4.79K	Hold	500	–	–	﹤0.01%	784
2023 Q3	$4.52K	Hold	500	–	–	﹤0.01%	687
2023 Q2	$4.68K	Hold	500	–	–	﹤0.01%	664
2023 Q1	$4.92K	Buy	+500	New	+$5.02K	﹤0.01%	679

Other funds holding EVV

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cape Investment Advisory's EVV Position: Q2 2026 in Review

Cape Investment Advisory increased its Eaton Vance Limited Duration Income Fund (EVV) stake by 9.5% in Q2 2026, buying an estimated $10.8K and bringing the position to 13,341 shares worth $125K. The position accounts for 0.03% of the portfolio, ranked #303.

Cape Investment Advisory first reported a position in EVV in Q1 2023 and has held it in 12 quarters since. The position peaked at $129K in Q4 2025. 144 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

Cape Investment Advisory held 13,341 shares of Eaton Vance Limited Duration Income Fund worth $125K as of Q2 2026.
Cape Investment Advisory bought 1,155 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $10.8K.
Eaton Vance Limited Duration Income Fund made up 0.03% of Cape Investment Advisory's portfolio in Q2 2026, its #303 holding.
Cape Investment Advisory first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2023 and has held it in 12 quarters since.
Cape Investment Advisory's Eaton Vance Limited Duration Income Fund position peaked at $129K in Q4 2025.
144 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.