CA
EVV

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

Cornerstone 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
2019
Q1 		$441K Sell
34,862
-34,146
-49% -$425K 0.04% 177
2018
Q4 		$823K Sell
69,008
-5,901
-8% -$71.9K 0.07% 187
2018
Q3 		$950K Buy
74,909
+11,900
+19% +$151K 0.07% 194
2018
Q2 		$793K Buy
+63,009
New +$808K 0.1% 163

Other funds holding EVV

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Cornerstone Advisors's EVV Position: Q1 2019 in Review

Cornerstone Advisors reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 49% in Q1 2019, selling an estimated $425K and leaving 34,862 shares worth $441K. The position accounts for 0.04% of the portfolio, ranked #177.

Cornerstone Advisors first reported a position in EVV in Q2 2018 and has held it in 4 quarters since. The position peaked at $950K in Q3 2018. 156 funds tracked by Wall St. Rank hold EVV as of Q1 2019.

  • Cornerstone Advisors held 34,862 shares of Eaton Vance Limited Duration Income Fund worth $441K as of Q1 2019.
  • Cornerstone Advisors sold 34,146 Eaton Vance Limited Duration Income Fund shares in Q1 2019, an estimated $425K.
  • Eaton Vance Limited Duration Income Fund made up 0.04% of Cornerstone Advisors's portfolio in Q1 2019, its #177 holding.
  • Cornerstone Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2018 and has held it in 4 quarters since.
  • Cornerstone Advisors's Eaton Vance Limited Duration Income Fund position peaked at $950K in Q3 2018.
  • 156 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2019.

Based on Cornerstone Advisors's 13F filing for Q1 2019, filed 9 May 2019.