CIA
EVV

Concurrent Investment Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Concurrent Investment 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
2026
Q1 		$162K Hold
17,185
– – ﹤0.01% 1776
2025
Q4 		$170K Sell
17,185
-200
-1% -$2K ﹤0.01% 1660
2025
Q3 		$176K Sell
17,385
-7,124
-29% -$72.7K ﹤0.01% 1372
2025
Q2 		$251K Sell
24,509
-106
-0.4% -$1.05K ﹤0.01% 1152
2025
Q1 		$246K Buy
24,615
+688
+3% +$6.96K 0.01% 1023
2024
Q4 		$234K Sell
23,927
-572
-2% -$5.84K 0.01% 930
2024
Q3 		$257K Buy
24,499
+1,835
+8% +$18.4K 0.01% 837
2024
Q2 		$221K Buy
+22,664
New +$219K 0.01% 841

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 $653B AUM 32.41% 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