CAS
EVV

Coppell Advisory Solutions’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-319
Closed -$3.13K – 807
2024
Q4 		$3.13K Buy
+319
New +$3.26K ﹤0.01% 1443

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GC
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Coppell Advisory Solutions's EVV Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2025, closing a stake of 319 shares — an estimated $3.13K sold.

Coppell Advisory Solutions first reported a position in EVV in Q4 2024 and held it in 1 quarter. The position peaked at $3.13K in Q4 2024. 151 funds tracked by Wall St. Rank hold EVV as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 319 Eaton Vance Limited Duration Income Fund shares in Q1 2025, an estimated $3.13K.
  • Coppell Advisory Solutions first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2024 and held it in 1 quarter.
  • Coppell Advisory Solutions's Eaton Vance Limited Duration Income Fund position peaked at $3.13K in Q4 2024.
  • 151 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.