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	–	262
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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

RVPG

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

PPA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Clear Harbor Asset Management's EVV Position: Q4 2020 in Review

Clear Harbor Asset Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2020, closing a stake of 6,850 shares — an estimated $77.5K sold.

Clear Harbor Asset Management first reported a position in EVV in Q4 2015 and held it in 7 quarters. The position peaked at $216K in Q2 2016. 154 funds tracked by Wall St. Rank hold EVV as of Q4 2020.

Clear Harbor Asset Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2020 after selling out during the quarter.
Clear Harbor Asset Management sold 6,850 Eaton Vance Limited Duration Income Fund shares in Q4 2020, an estimated $77.5K.
Clear Harbor Asset Management first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2015 and held it in 7 quarters.
Clear Harbor Asset Management's Eaton Vance Limited Duration Income Fund position peaked at $216K in Q2 2016.
154 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2020.

Based on Clear Harbor Asset Management's 13F filing for Q4 2020, filed 4 Feb 2021.