Carroll Financial Associates’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Carroll Financial 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
2019 Q3	–	Sell	-349	Closed	-$4K	–	1570
2019 Q2	$4K	Hold	349	–	–	﹤0.01%	1251
2019 Q1	$4K	Sell	349 -450	-56%	-$5.6K	﹤0.01%	1150
2018 Q4	$9K	Hold	799	–	–	﹤0.01%	883
2018 Q3	$10K	Sell	799 -217	-21%	-$2.75K	﹤0.01%	885
2018 Q2	$12K	Hold	1,016	–	–	﹤0.01%	807
2018 Q1	$13K	Hold	1,016	–	–	﹤0.01%	775
2017 Q4	$13K	Hold	1,016	–	–	﹤0.01%	760
2017 Q3	$14K	Hold	1,016	–	–	﹤0.01%	741
2017 Q2	$14K	Hold	1,016	–	–	﹤0.01%	753
2017 Q1	$14K	Hold	1,016	–	–	﹤0.01%	740
2016 Q4	$13K	Hold	1,016	–	–	﹤0.01%	725
2016 Q3	$13K	Hold	1,016	–	–	﹤0.01%	751
2016 Q2	$13K	Hold	1,016	–	–	﹤0.01%	719
2016 Q1	$13K	Buy	1,016 +349	+52%	+$4.35K	﹤0.01%	702
2015 Q4	$8K	Hold	667	–	–	﹤0.01%	779
2015 Q3	$8K	Hold	667	–	–	﹤0.01%	758
2015 Q2	$9K	Buy	667 +450	+207%	+$6.4K	﹤0.01%	726
2015 Q1	$3K	Hold	217	–	–	﹤0.01%	690
2014 Q4	$3K	Hold	217	–	–	﹤0.01%	627
2014 Q3	$3K	Hold	217	–	–	﹤0.01%	705
2014 Q2	$3K	Hold	217	–	–	﹤0.01%	773
2014 Q1	$3K	Hold	217	–	–	﹤0.01%	717
2013 Q4	$3K	Hold	217	–	–	﹤0.01%	670
2013 Q3	$3K	Hold	217	–	–	﹤0.01%	654
2013 Q2	$3K	Buy	+217	New	+$3.66K	﹤0.01%	526

Other funds holding EVV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Carroll Financial Associates's EVV Position: Q3 2019 in Review

Carroll Financial Associates sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2019, closing a stake of 349 shares — an estimated $4K sold.

Carroll Financial Associates first reported a position in EVV in Q2 2013 and held it in 25 quarters. The position peaked at $14K in Q3 2017. 144 funds tracked by Wall St. Rank hold EVV as of Q3 2019.

Carroll Financial Associates reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2019 after selling out during the quarter.
Carroll Financial Associates sold 349 Eaton Vance Limited Duration Income Fund shares in Q3 2019, an estimated $4K.
Carroll Financial Associates first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2013 and held it in 25 quarters.
Carroll Financial Associates's Eaton Vance Limited Duration Income Fund position peaked at $14K in Q3 2017.
144 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2019.

Based on Carroll Financial Associates's 13F filing for Q3 2019, filed 9 Oct 2019.