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CF
EVV
Centaurus Financial’s
Eaton Vance Limited Duration Income Fund
EVV
Stock Holding History
Centaurus Financial’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
2024
Q2
–
Sell
-46,879
Closed
-$457K
–
812
2024
Q1
$457K
Sell
46,879
-44,509
-49%
-$435K
0.03%
404
2023
Q4
$875K
Sell
91,388
-334,921
-79%
-$3.05M
0.07%
258
2023
Q3
$3.85M
Sell
426,309
-143,449
-25%
-$1.33M
0.34%
68
2023
Q2
$5.33M
Sell
569,758
-31,681
-5%
-$294K
0.47%
48
2023
Q1
$5.92M
Buy
601,439
+157,745
+36%
+$1.58M
0.47%
48
2022
Q4
$4.17M
Buy
443,694
+56,672
+15%
+$548K
0.39%
59
2022
Q3
$3.56M
Buy
387,022
+116,623
+43%
+$1.22M
0.35%
67
2022
Q2
$2.79M
Buy
270,399
+172,102
+175%
+$1.84M
0.28%
94
2022
Q1
$1.15M
Buy
98,297
+22,686
+30%
+$274K
0.09%
263
2021
Q4
$991K
Buy
75,611
+1,367
+2%
+$18K
0.08%
278
2021
Q3
$979K
Buy
74,244
+63,905
+618%
+$848K
0.08%
273
2021
Q2
$137K
Buy
+10,339
New
+$133K
0.01%
767
2018
Q3
–
Sell
-965
Closed
-$12K
–
991
2018
Q2
$12K
Buy
+965
New
+$12.4K
﹤0.01%
1471
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
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
PCM
Penserra Capital Management
Orinda, California
$8.52B AUM
37.76%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
GC
Guggenheim Capital
Chicago, Illinois
$12.6B AUM
27.3%
1-Year Est. Return
CPIG
Chicago Partners Investment Group
Chicago, Illinois
$4.47B AUM
19.29%
1-Year Est. Return
Allspring Global Investments
Charlotte, North Carolina
$59.7B AUM
29.08%
1-Year Est. Return
CIA
Capital Investment Advisors
Atlanta, Georgia
$6.84B AUM
17.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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