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

Coastal Bridge 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
2021 Q3	–	Sell	-185,580	Closed	-$2.46M	–	149
2021 Q2	$2.46M	Buy	185,580 +1,955	+1%	+$25.2K	0.5%	33
2021 Q1	$2.32M	Sell	183,625 -12,209	-6%	-$154K	0.42%	31
2020 Q4	$2.45M	Sell	195,834 -8,744	-4%	-$105K	0.49%	30
2020 Q3	$2.31M	Buy	204,578 +12,498	+7%	+$144K	0.71%	26
2020 Q2	$2.17M	Buy	192,080 +4,481	+2%	+$48.8K	0.69%	28
2020 Q1	$1.98M	Buy	187,599 +19,738	+12%	+$244K	0.73%	25
2019 Q4	$2.22M	Sell	167,861 -3,485	-2%	-$44.7K	0.58%	23
2019 Q3	$2.14M	Sell	171,346 -46,509	-21%	-$584K	0.73%	24
2019 Q2	$2.76M	Buy	217,855 +2,825	+1%	+$35.7K	0.82%	16
2019 Q1	$2.72M	Buy	215,030 +2,024	+1%	+$25.2K	0.95%	15
2018 Q4	$2.54M	Buy	213,006 +6,768	+3%	+$82.5K	1%	13
2018 Q3	$2.73M	Buy	206,238 +901	+0.4%	+$11.4K	1.04%	16
2018 Q2	$2.58M	Sell	205,337 -4,967	-2%	-$63.7K	1.04%	12
2018 Q1	$2.74M	Sell	210,304 -61,059	-23%	-$809K	0.99%	10
2017 Q4	$3.36M	Sell	271,363 -24,141	-8%	-$332K	1.07%	8
2017 Q3	$4.15M	Buy	295,504 +132,339	+81%	+$1.85M	1.36%	8
2017 Q2	$2.29M	Sell	163,165 -31,442	-16%	-$439K	0.77%	15
2017 Q1	$2.69M	Buy	194,607 +22,111	+13%	+$309K	0.92%	13
2016 Q4	$2.37M	Buy	+172,496	New	+$2.31M	0.92%	15

Other funds holding EVV

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

SIA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

RVPG

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PPA

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

Coastal Bridge Advisors's EVV Position: Q3 2021 in Review

Coastal Bridge Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2021, closing a stake of 185,580 shares — an estimated $2.46M sold.

Coastal Bridge Advisors first reported a position in EVV in Q4 2016 and held it in 19 quarters. The position peaked at $4.15M in Q3 2017. 146 funds tracked by Wall St. Rank hold EVV as of Q3 2021.

Coastal Bridge Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2021 after selling out during the quarter.
Coastal Bridge Advisors sold 185,580 Eaton Vance Limited Duration Income Fund shares in Q3 2021, an estimated $2.46M.
Coastal Bridge Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2016 and held it in 19 quarters.
Coastal Bridge Advisors's Eaton Vance Limited Duration Income Fund position peaked at $4.15M in Q3 2017.
146 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2021.

Based on Coastal Bridge Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.