CPIG
EVV

Chicago Partners Investment Group’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Chicago Partners Investment Group’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
2026
Q2 		$9.5M Sell
1,043,303
-20,874
-2% -$195K 0.19% 97
2026
Q1 		$10.2M Buy
1,064,177
+13,216
+1% +$129K 0.23% 84
2025
Q4 		$10.4M Buy
1,050,961
+13,637
+1% +$137K 0.26% 77
2025
Q3 		$10.5M Buy
1,037,324
+6,580
+0.6% +$67.1K 0.27% 74
2025
Q2 		$10.4M Buy
1,030,744
+46,455
+5% +$459K 0.3% 69
2025
Q1 		$9.76M Buy
984,289
+62,872
+7% +$636K 0.32% 70
2024
Q4 		$9.28M Buy
921,417
+17,303
+2% +$177K 0.31% 71
2024
Q3 		$9.3M Buy
904,114
+47,087
+5% +$473K 0.33% 71
2024
Q2 		$8.48M Buy
857,027
+13,395
+2% +$129K 0.33% 69
2024
Q1 		$8.01M Buy
843,632
+37,005
+5% +$362K 0.34% 70
2023
Q4 		$7.75M Sell
806,627
-47,947
-6% -$437K 0.36% 62
2023
Q3 		$7.39M Buy
854,574
+12,031
+1% +$112K 0.4% 59
2023
Q2 		$7.9M Buy
842,543
+1,475
+0.2% +$13.7K 0.41% 57
2023
Q1 		$7.95M Buy
841,068
+36,017
+4% +$362K 0.46% 50
2022
Q4 		$8.46M Sell
805,051
-51,530
-6% -$498K 0.52% 44
2022
Q3 		$8.39M Sell
856,581
-17,346
-2% -$182K 0.6% 35
2022
Q2 		$9.55M Sell
873,927
-14,209
-2% -$152K 0.69% 31
2022
Q1 		$9.13M Sell
888,136
-26,853
-3% -$324K 0.7% 31
2021
Q4 		$10.6M Sell
914,989
-8,539
-0.9% -$112K 0.75% 32
2021
Q3 		$12.2M Sell
923,528
-8,345
-0.9% -$111K 0.85% 28
2021
Q2 		$12.2M Buy
931,873
+18,116
+2% +$233K 0.91% 29
2021
Q1 		$11.6M Buy
913,757
+19,202
+2% +$241K 0.96% 25
2020
Q4 		$11.2M Sell
894,555
-42,675
-5% -$514K 1.06% 22
2020
Q3 		$11.1M Sell
937,230
-23,945
-2% -$277K 1.32% 15
2020
Q2 		$11M Sell
961,175
-22,830
-2% -$249K 1.37% 20
2020
Q1 		$10.5M Sell
984,005
-149,696
-13% -$1.85M 1.63% 15
2019
Q4 		$15.1M Buy
1,133,701
+57,596
+5% +$738K 1.86% 14
2019
Q3 		$13.7M Buy
1,076,105
+21,080
+2% +$265K 1.93% 13
2019
Q2 		$13.3M Buy
1,055,025
+5,660
+0.5% +$71.5K 1.91% 13
2019
Q1 		$13.3M Buy
1,049,365
+146,747
+16% +$1.83M 1.98% 13
2018
Q4 		$11M Buy
902,618
+83,498
+10% +$1.02M 1.64% 16
2018
Q3 		$10M Buy
819,120
+68,956
+9% +$874K 1.49% 15
2018
Q2 		$9.44M Buy
750,164
+32,881
+5% +$422K 1.46% 17
2018
Q1 		$9.34M Buy
717,283
+77,354
+12% +$1.02M 1.6% 14
2017
Q4 		$8.73M Buy
639,929
+124,939
+24% +$1.72M 1.43% 17
2017
Q3 		$7.22M Buy
514,990
+444,867
+634% +$6.23M 1.23% 21
2017
Q2 		$989K Sell
70,123
-165,802
-70% -$2.31M 0.26% 74
2017
Q1 		$3.26M Buy
235,925
+229,268
+3,444% +$3.21M 0.92% 29
2016
Q4 		$91K Buy
6,657
+5,703
+598% +$76.4K 0.03% 238
2016
Q3 		$13K Sell
954
-673
-41% -$9.19K 0.01% 399
2016
Q2 		$22K Hold
1,627
– – 0.01% 311
2016
Q1 		$21K Hold
1,627
– – 0.01% 293
2015
Q4 		$21K Buy
+1,627
New +$20.9K 0.01% 336

Other funds holding EVV

CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Chicago Partners Investment Group's EVV Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 2% in Q2 2026, selling an estimated $195K and leaving 1,043,303 shares worth $9.5M. The position accounts for 0.19% of the portfolio, ranked #97.

Chicago Partners Investment Group first reported a position in EVV in Q4 2015 and has held it in 43 quarters since. The position peaked at $15.1M in Q4 2019. 64 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • Chicago Partners Investment Group held 1,043,303 shares of Eaton Vance Limited Duration Income Fund worth $9.5M as of Q2 2026.
  • Chicago Partners Investment Group sold 20,874 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $195K.
  • Eaton Vance Limited Duration Income Fund made up 0.19% of Chicago Partners Investment Group's portfolio in Q2 2026, its #97 holding.
  • Chicago Partners Investment Group first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2015 and has held it in 43 quarters since.
  • Chicago Partners Investment Group's Eaton Vance Limited Duration Income Fund position peaked at $15.1M in Q4 2019.
  • 64 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.