CA
EVV

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

Claro 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
2023
Q1 		– Sell
-11,027
Closed -$104K – 362
2022
Q4 		$104K Hold
11,027
– – 0.03% 309
2022
Q3 		$114K Hold
11,027
– – 0.05% 268
2022
Q2 		$114K Hold
11,027
– – 0.05% 268
2022
Q1 		$144K Hold
11,027
– – 0.05% 274
2021
Q4 		$144K Sell
11,027
-2,600
-19% -$34.2K 0.05% 274
2021
Q3 		$180K Hold
13,627
– – 0.08% 243
2021
Q2 		$181K Sell
13,627
-367
-3% -$4.73K 0.08% 226
2021
Q1 		$177K Sell
13,994
-100
-0.7% -$1.26K 0.09% 208
2020
Q4 		$177K Sell
14,094
-5,315
-27% -$64K 0.09% 204
2020
Q3 		$220K Sell
19,409
-2,860
-13% -$33.1K 0.14% 172
2020
Q2 		$251K Sell
22,269
-101
-0.5% -$1.1K 0.17% 147
2020
Q1 		$236K Buy
22,370
+9,698
+77% +$120K 0.22% 135
2019
Q4 		$168K Buy
+12,672
New +$162K 0.13% 166
2019
Q1 		– Sell
-2,316
Closed -$29K – 403
2018
Q4 		$29K Buy
+2,316
New +$28.2K 0.02% 459

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Claro Advisors's EVV Position: Q1 2023 in Review

Claro Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2023, closing a stake of 11,027 shares — an estimated $104K sold.

Claro Advisors first reported a position in EVV in Q4 2018 and held it in 14 quarters. The position peaked at $251K in Q2 2020. 154 funds tracked by Wall St. Rank hold EVV as of Q1 2023.

  • Claro Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2023 after selling out during the quarter.
  • Claro Advisors sold 11,027 Eaton Vance Limited Duration Income Fund shares in Q1 2023, an estimated $104K.
  • Claro Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2018 and held it in 14 quarters.
  • Claro Advisors's Eaton Vance Limited Duration Income Fund position peaked at $251K in Q2 2020.
  • 154 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2023.

Based on Claro Advisors's 13F filing for Q1 2023, filed 17 Apr 2023.