Clear Harbor Asset Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Clear Harbor Asset 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
2020 Q4	–	Sell	-6,850	Closed	-$77.5K	–	453
2020 Q3	$77.5K	Buy	+6,850	New	+$79.2K	0.01%	343
2020 Q1	–	Sell	-8,250	Closed	-$109K	–	405
2019 Q4	$109K	Buy	+8,250	New	+$106K	0.02%	327
2017 Q1	–	Sell	-13,475	Closed	-$185K	–	263
2016 Q4	$185K	Hold	13,475	–	–	0.04%	225
2016 Q3	$185K	Sell	13,475 -2,610	-16%	-$35.6K	0.04%	220
2016 Q2	$216K	Hold	16,085	–	–	0.05%	218
2016 Q1	$212K	Hold	16,085	–	–	0.05%	208
2015 Q4	$205K	Buy	+16,085	New	+$206K	0.05%	216

Other funds holding EVV

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return