CA
EVV

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

Cetera 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
2024
Q1 		$4.85M Buy
497,546
+373,385
+301% +$3.65M 0.04% 474
2023
Q4 		$1.19M Buy
124,161
+40,811
+49% +$372K 0.02% 703
2023
Q3 		$753K Buy
83,350
+5,300
+7% +$49.3K 0.01% 851
2023
Q2 		$731K Buy
78,050
+14,790
+23% +$137K 0.01% 858
2023
Q1 		$623K Sell
63,260
-67,908
-52% -$682K 0.01% 910
2022
Q4 		$1.23M Buy
131,168
+12,056
+10% +$116K 0.02% 587
2022
Q3 		$1.1M Buy
119,112
+106,617
+853% +$1.12M 0.03% 497
2022
Q2 		$129K Sell
12,495
-83,020
-87% -$889K ﹤0.01% 1289
2022
Q1 		$1.12M Buy
95,515
+15,321
+19% +$185K 0.02% 575
2021
Q4 		$1.05M Buy
80,194
+6,161
+8% +$81.1K 0.02% 584
2021
Q3 		$976K Sell
74,033
-1,233
-2% -$16.4K 0.02% 622
2021
Q2 		$998K Buy
75,266
+52,750
+234% +$680K 0.02% 549
2021
Q1 		$284K Buy
22,516
+3,991
+22% +$50.2K 0.01% 975
2020
Q4 		$232K Sell
18,525
-4,738
-20% -$57.1K 0.01% 924
2020
Q3 		$263K Sell
23,263
-244,131
-91% -$2.82M 0.01% 789
2020
Q2 		$3.01M Sell
267,394
-44,807
-14% -$488K 0.13% 165
2020
Q1 		$3.3M Sell
312,201
-29,109
-9% -$361K 0.18% 131
2019
Q4 		$4.51M Sell
341,310
-18,215
-5% -$233K 0.19% 113
2019
Q3 		$4.5M Sell
359,525
-85,909
-19% -$1.08M 0.2% 112
2019
Q2 		$5.63M Sell
445,434
-190,779
-30% -$2.41M 0.25% 91
2019
Q1 		$8.05M Buy
636,213
+587,020
+1,193% +$7.31M 0.4% 48
2018
Q4 		$588K Buy
49,193
+24,341
+98% +$297K 0.03% 432
2018
Q3 		$317K Buy
24,852
+3,250
+15% +$41.2K 0.02% 707
2018
Q2 		$271K Buy
+21,602
New +$277K 0.02% 708
2017
Q3 		– Sell
-11,807
Closed -$166K – 843
2017
Q2 		$166K Sell
11,807
-3,824
-24% -$53.4K 0.01% 758
2017
Q1 		$216K Buy
15,631
+2,240
+17% +$31.3K 0.01% 686
2016
Q4 		$183K Sell
13,391
-5,375
-29% -$72K 0.01% 662
2016
Q3 		$257K Sell
18,766
-5,668
-23% -$77.4K 0.02% 592
2016
Q2 		$327K Sell
24,434
-5,000
-17% -$66.2K 0.03% 543
2016
Q1 		$388K Buy
29,434
+1,943
+7% +$24.2K 0.03% 464
2015
Q4 		$351K Sell
27,491
-3,848
-12% -$49.3K 0.03% 494
2015
Q3 		$396K Buy
31,339
+196
+0.6% +$2.61K 0.04% 421
2015
Q2 		$420K Buy
31,143
+7,011
+29% +$99.7K 0.04% 423
2015
Q1 		$348K Buy
24,132
+124
+0.5% +$1.76K 0.03% 462
2014
Q4 		$338K Hold
24,008
– – 0.03% 452
2014
Q3 		$351K Buy
24,008
+6,192
+35% +$93.4K 0.03% 418
2014
Q2 		$278K Buy
+17,816
New +$275K 0.03% 453

Other funds holding EVV

Morgan Stanley
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 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 $15.9B AUM 53.4% 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 $65.2B AUM 39.42% 1-Year Est. Return

Cetera Advisors's EVV Position: Q1 2024 in Review

Cetera Advisors increased its Eaton Vance Limited Duration Income Fund (EVV) stake by 301% in Q1 2024, buying an estimated $3.65M and bringing the position to 497,546 shares worth $4.85M. The position accounts for 0.04% of the portfolio, ranked #474.

Cetera Advisors first reported a position in EVV in Q2 2014 and has held it in 37 quarters since. The position peaked at $8.05M in Q1 2019. 153 funds tracked by Wall St. Rank hold EVV as of Q1 2024.

  • Cetera Advisors held 497,546 shares of Eaton Vance Limited Duration Income Fund worth $4.85M as of Q1 2024.
  • Cetera Advisors bought 373,385 Eaton Vance Limited Duration Income Fund shares in Q1 2024, an estimated $3.65M.
  • Eaton Vance Limited Duration Income Fund made up 0.04% of Cetera Advisors's portfolio in Q1 2024, its #474 holding.
  • Cetera Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2014 and has held it in 37 quarters since.
  • Cetera Advisors's Eaton Vance Limited Duration Income Fund position peaked at $8.05M in Q1 2019.
  • 153 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2024.

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