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Clay Northam Wealth Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Clay Northam Wealth Management’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
2025
Q2 		– Sell
-13,014
Closed -$130K – 94
2025
Q1 		$130K Hold
13,014
– – 0.09% 88
2024
Q4 		$127K Buy
+13,014
New +$133K 0.08% 90

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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clay Northam Wealth Management's EVV Position: Q2 2025 in Review

Clay Northam Wealth Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2025, closing a stake of 13,014 shares — an estimated $130K sold.

Clay Northam Wealth Management first reported a position in EVV in Q4 2024 and held it in 2 quarters. The position peaked at $130K in Q1 2025. 146 funds tracked by Wall St. Rank hold EVV as of Q2 2025.

  • Clay Northam Wealth Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2025 after selling out during the quarter.
  • Clay Northam Wealth Management sold 13,014 Eaton Vance Limited Duration Income Fund shares in Q2 2025, an estimated $130K.
  • Clay Northam Wealth Management first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2024 and held it in 2 quarters.
  • Clay Northam Wealth Management's Eaton Vance Limited Duration Income Fund position peaked at $130K in Q1 2025.
  • 146 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2025.

Based on Clay Northam Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.