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

Cornerstone Wealth Management’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
2021 Q1	–	Sell	-16,841	Closed	-$211K	–	459
2020 Q4	$211K	Buy	16,841 +2,714	+19%	+$32.7K	0.03%	390
2020 Q3	$160K	Buy	+14,127	New	+$163K	0.02%	373
2018 Q4	–	Sell	-52,271	Closed	-$3.72M	–	574
2018 Q3	$3.72M	Buy	52,271 +36,898	+240%	+$468K	0.05%	358
2018 Q2	$1.22M	Buy	+15,373	New	+$197K	0.01%	694

Other funds holding EVV

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Cornerstone Wealth Management's EVV Position: Q1 2021 in Review

Cornerstone Wealth Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2021, closing a stake of 16,841 shares — an estimated $211K sold.

Cornerstone Wealth Management first reported a position in EVV in Q2 2018 and held it in 4 quarters. The position peaked at $3.72M in Q3 2018. 145 funds tracked by Wall St. Rank hold EVV as of Q1 2021.

Cornerstone Wealth Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2021 after selling out during the quarter.
Cornerstone Wealth Management sold 16,841 Eaton Vance Limited Duration Income Fund shares in Q1 2021, an estimated $211K.
Cornerstone Wealth Management first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2018 and held it in 4 quarters.
Cornerstone Wealth Management's Eaton Vance Limited Duration Income Fund position peaked at $3.72M in Q3 2018.
145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2021.

Based on Cornerstone Wealth Management's 13F filing for Q1 2021, filed 30 Apr 2021.