CA
EVV

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

CapWealth 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
2016
Q2 		– Sell
-500
Closed -$7K – 292
2016
Q1 		$7K Buy
+500
New +$6.23K ﹤0.01% 259

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

CapWealth Advisors's EVV Position: Q2 2016 in Review

CapWealth Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2016, closing a stake of 500 shares — an estimated $7K sold.

CapWealth Advisors first reported a position in EVV in Q1 2016 and held it in 1 quarter. The position peaked at $7K in Q1 2016. 125 funds tracked by Wall St. Rank hold EVV as of Q2 2016.

  • CapWealth Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2016 after selling out during the quarter.
  • CapWealth Advisors sold 500 Eaton Vance Limited Duration Income Fund shares in Q2 2016, an estimated $7K.
  • CapWealth Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2016 and held it in 1 quarter.
  • CapWealth Advisors's Eaton Vance Limited Duration Income Fund position peaked at $7K in Q1 2016.
  • 125 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2016.

Based on CapWealth Advisors's 13F filing for Q2 2016, filed 3 Aug 2016.