Cary Street Partners Investment Advisory’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Cary Street Partners Investment Advisory’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
2023 Q4	–	Sell	-2,400	Closed	-$21.7K	–	978
2023 Q3	$21.7K	Sell	2,400 -500	-17%	-$4.65K	﹤0.01%	1092
2023 Q2	$27.1K	Hold	2,900	–	–	﹤0.01%	975
2023 Q1	$28.6K	Hold	2,900	–	–	﹤0.01%	882
2022 Q4	$27.2K	Buy	+2,900	New	+$28K	﹤0.01%	890

Other funds holding EVV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CPIG

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Cary Street Partners Investment Advisory's EVV Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2023, closing a stake of 2,400 shares — an estimated $21.7K sold.

Cary Street Partners Investment Advisory first reported a position in EVV in Q4 2022 and held it in 4 quarters. The position peaked at $28.6K in Q1 2023. 165 funds tracked by Wall St. Rank hold EVV as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 2,400 Eaton Vance Limited Duration Income Fund shares in Q4 2023, an estimated $21.7K.
Cary Street Partners Investment Advisory first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's Eaton Vance Limited Duration Income Fund position peaked at $28.6K in Q1 2023.
165 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.