CAN
EVV

Cetera Advisor Networks’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Cetera Advisor Networks’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
Q1 		$1.21M Buy
124,576
+13,338
+12% +$130K 0.01% 1330
2023
Q4 		$1.07M Sell
111,238
-4,333
-4% -$39.5K 0.01% 1333
2023
Q3 		$1.04M Buy
115,571
+6,468
+6% +$60.1K 0.01% 1253
2023
Q2 		$1.02M Sell
109,103
-487,968
-82% -$4.54M 0.01% 1252
2023
Q1 		$5.88M Buy
597,071
+6,039
+1% +$60.6K 0.04% 417
2022
Q4 		$5.55M Sell
591,032
-15,989
-3% -$154K 0.05% 424
2022
Q3 		$5.59M Buy
607,021
+29,170
+5% +$305K 0.07% 296
2022
Q2 		$5.97M Buy
577,851
+96,645
+20% +$1.03M 0.08% 266
2022
Q1 		$5.63M Buy
481,206
+12,449
+3% +$150K 0.07% 287
2021
Q4 		$6.14M Buy
468,757
+438,167
+1,432% +$5.77M 0.08% 271
2021
Q3 		$403K Buy
30,590
+2,922
+11% +$38.8K 0.01% 1341
2021
Q2 		$367K Buy
+27,668
New +$356K 0.01% 1364
2020
Q3 		– Sell
-7,773
Closed -$88K – 1762
2020
Q2 		$88K Buy
+7,773
New +$84.7K ﹤0.01% 1586
2019
Q4 		– Sell
-19,154
Closed -$240K – 1253
2019
Q3 		$240K Buy
19,154
+97
+0.5% +$1.22K 0.01% 1020
2019
Q2 		$242K Sell
19,057
-4,776
-20% -$60.4K 0.01% 1000
2019
Q1 		$302K Hold
23,833
– – 0.01% 874
2018
Q4 		$285K Sell
23,833
-851
-3% -$10.4K 0.01% 783
2018
Q3 		$314K Buy
24,684
+10,547
+75% +$134K 0.01% 838
2018
Q2 		$179K Buy
+14,137
New +$181K 0.01% 791
2018
Q1 		– Sell
-15,268
Closed -$210K – 885
2017
Q4 		$210K Buy
15,268
+3,883
+34% +$53.4K 0.01% 901
2017
Q3 		$161K Hold
11,385
– – 0.01% 876
2017
Q2 		$161K Sell
11,385
-1,460
-11% -$20.4K 0.01% 877
2017
Q1 		$177K Buy
12,845
+1,287
+11% +$18K 0.01% 864
2016
Q4 		$159K Sell
11,558
-4,223
-27% -$56.6K 0.01% 821
2016
Q3 		$216K Buy
15,781
+3,024
+24% +$41.3K 0.01% 907
2016
Q2 		$172K Buy
12,757
+183
+1% +$2.42K 0.01% 781
2016
Q1 		$165K Buy
12,574
+125
+1% +$1.56K 0.01% 770
2015
Q4 		$159K Buy
12,449
+651
+6% +$8.35K 0.01% 773
2015
Q3 		$151K Buy
11,798
+1,000
+9% +$13.3K 0.01% 749
2015
Q2 		$155K Hold
10,798
– – 0.01% 783
2015
Q1 		$155K Hold
10,798
– – 0.01% 787
2014
Q4 		$153K Buy
+10,798
New +$154K 0.01% 766
2014
Q3 		– Sell
-10,279
Closed -$159K – 829
2014
Q2 		$159K Buy
10,279
+95
+0.9% +$1.47K 0.01% 762
2014
Q1 		$156K Buy
+10,184
New +$156K 0.01% 739
2013
Q4 		– Sell
-10,861
Closed -$170K – 769
2013
Q3 		$170K Buy
+10,861
New +$164K 0.01% 640

Other funds holding EVV

Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LPL Financial
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Cetera Advisor Networks's EVV Position: Q1 2024 in Review

Cetera Advisor Networks increased its Eaton Vance Limited Duration Income Fund (EVV) stake by 12% in Q1 2024, buying an estimated $130K and bringing the position to 124,576 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #1330.

Cetera Advisor Networks first reported a position in EVV in Q3 2013 and has held it in 35 quarters since. The position peaked at $6.14M in Q4 2021. 153 funds tracked by Wall St. Rank hold EVV as of Q1 2024.

  • Cetera Advisor Networks held 124,576 shares of Eaton Vance Limited Duration Income Fund worth $1.21M as of Q1 2024.
  • Cetera Advisor Networks bought 13,338 Eaton Vance Limited Duration Income Fund shares in Q1 2024, an estimated $130K.
  • Eaton Vance Limited Duration Income Fund made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1330 holding.
  • Cetera Advisor Networks first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2013 and has held it in 35 quarters since.
  • Cetera Advisor Networks's Eaton Vance Limited Duration Income Fund position peaked at $6.14M in Q4 2021.
  • 153 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.