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 – – 842
2022
Q2 		$0 Buy
19
+1
+6% +$11 ﹤0.01% 839
2022
Q1 		$0 Hold
18
– – ﹤0.01% 817
2021
Q4 		$0 Buy
18
+1
+6% +$13 ﹤0.01% 819
2021
Q3 		$0 Hold
17
– – ﹤0.01% 809
2021
Q2 		$0 Hold
17
– – ﹤0.01% 786
2021
Q1 		$0 Buy
17
+1
+6% +$13 ﹤0.01% 771
2020
Q4 		$0 Hold
16
– – ﹤0.01% 748
2020
Q3 		$0 Buy
16
+1
+7% +$12 ﹤0.01% 728
2020
Q2 		$0 Hold
15
– – ﹤0.01% 709
2020
Q1 		$0 Sell
15
-1,750
-99% -$21.7K ﹤0.01% 702
2019
Q4 		$23K Buy
+1,765
New +$22.6K 0.02% 378

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
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Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return