CWC
EVV

Carolinas Wealth Consulting’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Carolinas Wealth Consulting’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
2021
Q4 		– Sell
-3,405
Closed -$45K – 978
2021
Q3 		$45K Hold
3,405
– – 0.01% 360
2021
Q2 		$45K Hold
3,405
– – 0.01% 378
2021
Q1 		$43K Buy
+3,405
New +$42.8K 0.01% 385

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Carolinas Wealth Consulting's EVV Position: Q4 2021 in Review

Carolinas Wealth Consulting sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2021, closing a stake of 3,405 shares — an estimated $45K sold.

Carolinas Wealth Consulting first reported a position in EVV in Q1 2021 and held it in 3 quarters. The position peaked at $45K in Q3 2021. 159 funds tracked by Wall St. Rank hold EVV as of Q4 2021.

  • Carolinas Wealth Consulting reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2021 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 3,405 Eaton Vance Limited Duration Income Fund shares in Q4 2021, an estimated $45K.
  • Carolinas Wealth Consulting first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2021 and held it in 3 quarters.
  • Carolinas Wealth Consulting's Eaton Vance Limited Duration Income Fund position peaked at $45K in Q3 2021.
  • 159 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2021, filed 14 Feb 2022.