CA
EVV

Centerpoint Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Centerpoint Advisors’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
Q1 		– Sell
-424
Closed -$6K – 418
2021
Q4 		$6K Buy
+424
New +$5.58K ﹤0.01% 259

Other funds holding EVV

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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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Centerpoint Advisors's EVV Position: Q1 2022 in Review

Centerpoint Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2022, closing a stake of 424 shares — an estimated $6K sold.

Centerpoint Advisors first reported a position in EVV in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 155 funds tracked by Wall St. Rank hold EVV as of Q1 2022.

  • Centerpoint Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2022 after selling out during the quarter.
  • Centerpoint Advisors sold 424 Eaton Vance Limited Duration Income Fund shares in Q1 2022, an estimated $6K.
  • Centerpoint Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2021 and held it in 1 quarter.
  • Centerpoint Advisors's Eaton Vance Limited Duration Income Fund position peaked at $6K in Q4 2021.
  • 155 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2022.

Based on Centerpoint Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.