CWP
EVV

Concord Wealth Partners’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Concord Wealth Partners’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
2026
Q1 		– Sell
-263
Closed -$2.61K – 378
2025
Q4 		$2.61K Sell
263
-288
-52% -$2.89K ﹤0.01% 688
2025
Q3 		$5.59K Buy
551
+12
+2% +$122 ﹤0.01% 605
2025
Q2 		$5.53K Sell
539
-1,389
-72% -$13.7K ﹤0.01% 617
2025
Q1 		$19.2K Buy
1,928
+42
+2% +$425 ﹤0.01% 435
2024
Q4 		$18.4K Buy
1,886
+43
+2% +$439 ﹤0.01% 470
2024
Q3 		$19.4K Buy
1,843
+44
+2% +$442 ﹤0.01% 476
2024
Q2 		$17.5K Buy
1,799
+43
+2% +$416 ﹤0.01% 449
2024
Q1 		$17.1K Buy
1,756
+43
+3% +$420 ﹤0.01% 507
2023
Q4 		$16.4K Buy
1,713
+42
+3% +$383 ﹤0.01% 506
2023
Q3 		$15.1K Buy
1,671
+42
+3% +$391 ﹤0.01% 553
2023
Q2 		$15.3K Buy
1,629
+40
+3% +$372 ﹤0.01% 548
2023
Q1 		$15.6K Buy
1,589
+47
+3% +$472 ﹤0.01% 528
2022
Q4 		$14.5K Buy
+1,542
New +$14.9K ﹤0.01% 581
2022
Q3 		– Sell
-1,453
Closed -$15K – 464
2022
Q2 		$15K Buy
1,453
+41
+3% +$439 ﹤0.01% 604
2022
Q1 		$17K Buy
1,412
+35
+3% +$422 ﹤0.01% 662
2021
Q4 		$18K Buy
+1,377
New +$18.1K ﹤0.01% 668

Other funds holding EVV

Morgan Stanley
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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return