CAL
EVV

Capital Analysts LLC’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Capital Analysts LLC’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
2019
Q3 		– Sell
-309
Closed -$4K – 705
2019
Q2 		$4K Buy
+309
New +$3.91K ﹤0.01% 596
2018
Q3 		– Sell
-600
Closed -$8K – 580
2018
Q2 		$8K Hold
600
– – ﹤0.01% 480
2018
Q1 		$8K Buy
+600
New +$7.95K ﹤0.01% 464

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Capital Analysts LLC's EVV Position: Q3 2019 in Review

Capital Analysts LLC sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2019, closing a stake of 309 shares — an estimated $4K sold.

Capital Analysts LLC first reported a position in EVV in Q1 2018 and held it in 3 quarters. The position peaked at $8K in Q2 2018. 144 funds tracked by Wall St. Rank hold EVV as of Q3 2019.

  • Capital Analysts LLC reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2019 after selling out during the quarter.
  • Capital Analysts LLC sold 309 Eaton Vance Limited Duration Income Fund shares in Q3 2019, an estimated $4K.
  • Capital Analysts LLC first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2018 and held it in 3 quarters.
  • Capital Analysts LLC's Eaton Vance Limited Duration Income Fund position peaked at $8K in Q2 2018.
  • 144 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2019.

Based on Capital Analysts LLC's 13F filing for Q3 2019, filed 12 Nov 2019.