CPRC
EVV

Consolidated Portfolio Review Corp’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Consolidated Portfolio Review Corp’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
2023
Q2 		– Sell
-13,663
Closed -$135K – 321
2023
Q1 		$135K Buy
+13,663
New +$137K 0.04% 272

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Consolidated Portfolio Review Corp's EVV Position: Q2 2023 in Review

Consolidated Portfolio Review Corp sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2023, closing a stake of 13,663 shares — an estimated $135K sold.

Consolidated Portfolio Review Corp first reported a position in EVV in Q1 2023 and held it in 1 quarter. The position peaked at $135K in Q1 2023. 156 funds tracked by Wall St. Rank hold EVV as of Q2 2023.

  • Consolidated Portfolio Review Corp reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2023 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 13,663 Eaton Vance Limited Duration Income Fund shares in Q2 2023, an estimated $135K.
  • Consolidated Portfolio Review Corp first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2023 and held it in 1 quarter.
  • Consolidated Portfolio Review Corp's Eaton Vance Limited Duration Income Fund position peaked at $135K in Q1 2023.
  • 156 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2023.

Based on Consolidated Portfolio Review Corp's 13F filing for Q2 2023, filed 14 Aug 2023.