Crow Point Partners’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Crow Point Partners’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 Q4	$1.07M	Buy	81,045 +13,701	+20%	+$176K	1.67%	15
2019 Q3	$841K	Buy	67,344 +1,299	+2%	+$16.3K	0.12%	66
2019 Q2	$837K	Hold	66,045	–	–	0.13%	52
2019 Q1	$835K	Hold	66,045	–	–	0.14%	48
2018 Q4	$788K	Hold	66,045	–	–	0.15%	49
2018 Q3	$837K	Sell	66,045 -15,800	-19%	-$200K	0.14%	58
2018 Q2	$1.03M	Sell	81,845 -4,900	-6%	-$62.9K	0.19%	46
2018 Q1	$1.13M	Buy	86,745 +8,200	+10%	+$109K	0.21%	47
2017 Q4	$1.07M	Buy	+78,545	New	+$1.08M	0.17%	66

Other funds holding EVV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 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 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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PPA

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Crow Point Partners's EVV Position: Q4 2019 in Review

Crow Point Partners increased its Eaton Vance Limited Duration Income Fund (EVV) stake by 20% in Q4 2019, buying an estimated $176K and bringing the position to 81,045 shares worth $1.07M. The position accounts for 1.67% of the portfolio, ranked #15.

Crow Point Partners first reported a position in EVV in Q4 2017 and has held it in 9 quarters since. The position peaked at $1.13M in Q1 2018. 143 funds tracked by Wall St. Rank hold EVV as of Q4 2019.

Crow Point Partners held 81,045 shares of Eaton Vance Limited Duration Income Fund worth $1.07M as of Q4 2019.
Crow Point Partners bought 13,701 Eaton Vance Limited Duration Income Fund shares in Q4 2019, an estimated $176K.
Eaton Vance Limited Duration Income Fund made up 1.67% of Crow Point Partners's portfolio in Q4 2019, its #15 holding.
Crow Point Partners first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2017 and has held it in 9 quarters since.
Crow Point Partners's Eaton Vance Limited Duration Income Fund position peaked at $1.13M in Q1 2018.
143 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2019.

Based on Crow Point Partners's 13F filing for Q4 2019, filed 14 Feb 2020.