CIA
EVV

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

Capital Investment 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 		$5.44M Sell
580,562
-48,843
-8% -$457K 0.07% 160
2026
Q1 		$5.95M Sell
629,405
-84,660
-12% -$825K 0.09% 148
2025
Q4 		$7.08M Sell
714,065
-97,417
-12% -$977K 0.11% 132
2025
Q3 		$8.24M Sell
811,482
-70,572
-8% -$720K 0.14% 121
2025
Q2 		$9.05M Sell
882,054
-41,980
-5% -$415K 0.16% 113
2025
Q1 		$9.22M Buy
924,034
+24,424
+3% +$247K 0.18% 110
2024
Q4 		$8.79M Buy
899,610
+68,990
+8% +$705K 0.18% 104
2024
Q3 		$8.73M Buy
830,620
+51,372
+7% +$516K 0.18% 107
2024
Q2 		$7.59M Buy
779,248
+50,955
+7% +$492K 0.17% 107
2024
Q1 		$7.1M Buy
728,293
+695,103
+2,094% +$6.79M 0.17% 110
2023
Q4 		$318K Buy
33,190
+2,499
+8% +$22.8K 0.01% 456
2023
Q3 		$277K Sell
30,691
-583
-2% -$5.42K 0.01% 472
2023
Q2 		$293K Sell
31,274
-1,186
-4% -$11K 0.01% 434
2023
Q1 		$320K Sell
32,460
-643
-2% -$6.46K 0.01% 429
2022
Q4 		$311K Sell
33,103
-1,552
-4% -$15K 0.01% 437
2022
Q3 		$319K Sell
34,655
-4,149
-11% -$43.4K 0.01% 401
2022
Q2 		$401K Sell
38,804
-251
-0.6% -$2.69K 0.01% 372
2022
Q1 		$457K Sell
39,055
-2,215
-5% -$26.7K 0.01% 375
2021
Q4 		$541K Sell
41,270
-182
-0.4% -$2.4K 0.02% 357
2021
Q3 		$546K Sell
41,452
-1,428
-3% -$19K 0.02% 351
2021
Q2 		$569K Sell
42,880
-1,005
-2% -$12.9K 0.02% 349
2021
Q1 		$554K Buy
43,885
+47
+0.1% +$591 0.02% 334
2020
Q4 		$549K Buy
43,838
+64
+0.1% +$771 0.02% 319
2020
Q3 		$495K Sell
43,774
-945
-2% -$10.9K 0.02% 321
2020
Q2 		$504K Sell
44,719
-598
-1% -$6.51K 0.03% 311
2020
Q1 		$479K Sell
45,317
-2,785
-6% -$34.5K 0.03% 286
2019
Q4 		$637K Buy
48,102
+404
+0.8% +$5.18K 0.03% 288
2019
Q3 		$596K Sell
47,698
-1,822
-4% -$22.9K 0.03% 283
2019
Q2 		$626K Buy
49,520
+606
+1% +$7.66K 0.03% 275
2019
Q1 		$619K Sell
48,914
-5,288
-10% -$65.9K 0.04% 269
2018
Q4 		$646K Buy
54,202
+40
+0.1% +$488 0.04% 248
2018
Q3 		$687K Sell
54,162
-1,647
-3% -$20.9K 0.04% 251
2018
Q2 		$702K Sell
55,809
-1,754
-3% -$22.5K 0.04% 245
2018
Q1 		$749K Sell
57,563
-112
-0.2% -$1.48K 0.05% 242
2017
Q4 		$787K Sell
57,675
-4,106
-7% -$56.4K 0.05% 239
2017
Q3 		$867K Sell
61,781
-2,532
-4% -$35.4K 0.06% 227
2017
Q2 		$907K Sell
64,313
-720
-1% -$10K 0.07% 220
2017
Q1 		$899K Sell
65,033
-1,859
-3% -$26K 0.07% 215
2016
Q4 		$918K Sell
66,892
-3,124
-4% -$41.9K 0.08% 207
2016
Q3 		$960K Sell
70,016
-545
-0.8% -$7.44K 0.08% 200
2016
Q2 		$948K Sell
70,561
-77,824
-52% -$1.03M 0.09% 195
2016
Q1 		$1.96M Buy
148,385
+134,524
+971% +$1.68M 0.19% 107
2015
Q4 		$180K Sell
13,861
-1,204
-8% -$15.4K 0.02% 393
2015
Q3 		$188K Hold
15,065
– – 0.02% 356
2015
Q2 		$183K Buy
15,065
+550
+4% +$7.83K 0.02% 375
2015
Q1 		$187K Sell
14,515
-150,653
-91% -$2.14M 0.02% 379
2014
Q4 		$2.33M Buy
165,168
+450
+0.3% +$6.44K 0.26% 90
2014
Q3 		$2.4M Sell
164,718
-6,705
-4% -$101K 0.27% 84
2014
Q2 		$2.67M Sell
171,423
-7,491
-4% -$116K 0.31% 81
2014
Q1 		$2.73M Sell
178,914
-1,173
-0.7% -$17.9K 0.34% 75
2013
Q4 		$2.75M Buy
+180,087
New +$2.71M 0.37% 73

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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital Investment Advisors's EVV Position: Q2 2026 in Review

Capital Investment Advisors reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 7.8% in Q2 2026, selling an estimated $457K and leaving 580,562 shares worth $5.44M. The position accounts for 0.07% of the portfolio, ranked #160.

Capital Investment Advisors first reported a position in EVV in Q4 2013 and has held it in 51 quarters since. The position peaked at $9.22M in Q1 2025. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • Capital Investment Advisors held 580,562 shares of Eaton Vance Limited Duration Income Fund worth $5.44M as of Q2 2026.
  • Capital Investment Advisors sold 48,843 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $457K.
  • Eaton Vance Limited Duration Income Fund made up 0.07% of Capital Investment Advisors's portfolio in Q2 2026, its #160 holding.
  • Capital Investment Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2013 and has held it in 51 quarters since.
  • Capital Investment Advisors's Eaton Vance Limited Duration Income Fund position peaked at $9.22M in Q1 2025.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.