CHA
EVV

Carmichael Hill & Associates’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Carmichael Hill & Associates’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
2022
Q3 		– Sell
-19
Closed – – 831
2022
Q2 		$0 Buy
19
+1
+6% +$11 ﹤0.01% 826
2022
Q1 		$0 Hold
18
– – ﹤0.01% 808
2021
Q4 		$0 Buy
18
+1
+6% +$13 ﹤0.01% 811
2021
Q3 		$0 Hold
17
– – ﹤0.01% 801
2021
Q2 		$0 Hold
17
– – ﹤0.01% 780
2021
Q1 		$0 Buy
17
+1
+6% +$13 ﹤0.01% 765
2020
Q4 		$0 Hold
16
– – ﹤0.01% 740
2020
Q3 		$0 Buy
16
+1
+7% +$12 ﹤0.01% 722
2020
Q2 		$0 Hold
15
– – ﹤0.01% 703
2020
Q1 		$0 Sell
15
-1,750
-99% -$21.7K ﹤0.01% 695
2019
Q4 		$23K Buy
+1,765
New +$22.6K 0.02% 378

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Carmichael Hill & Associates's EVV Position: Q3 2022 in Review

Carmichael Hill & Associates sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2022, closing a stake of 19 shares.

Carmichael Hill & Associates first reported a position in EVV in Q4 2019 and held it in 11 quarters. The position peaked at $23K in Q4 2019. 149 funds tracked by Wall St. Rank hold EVV as of Q3 2022.

  • Carmichael Hill & Associates reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2022 after selling out during the quarter.
  • Carmichael Hill & Associates sold 19 Eaton Vance Limited Duration Income Fund shares in Q3 2022.
  • Carmichael Hill & Associates first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2019 and held it in 11 quarters.
  • Carmichael Hill & Associates's Eaton Vance Limited Duration Income Fund position peaked at $23K in Q4 2019.
  • 149 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2022.

Based on Carmichael Hill & Associates's 13F filing for Q3 2022, filed 10 Nov 2022.