CAS
EVV

CTC Alternative Strategies’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

CTC Alternative Strategies’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
2024
Q1 		– Sell
-15,440
Closed -$148K – 154
2023
Q4 		$148K Buy
+15,440
New +$141K 0.31% 45
2015
Q2 		– Sell
-11,273
Closed -$162K – 49
2015
Q1 		$162K Sell
11,273
-24,847
-69% -$353K 0.43% 35
2014
Q4 		$510K Buy
+36,120
New +$517K 1.02% 18

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

CTC Alternative Strategies's EVV Position: Q1 2024 in Review

CTC Alternative Strategies sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2024, closing a stake of 15,440 shares — an estimated $148K sold.

CTC Alternative Strategies first reported a position in EVV in Q4 2014 and held it in 3 quarters. The position peaked at $510K in Q4 2014. 153 funds tracked by Wall St. Rank hold EVV as of Q1 2024.

  • CTC Alternative Strategies reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2024 after selling out during the quarter.
  • CTC Alternative Strategies sold 15,440 Eaton Vance Limited Duration Income Fund shares in Q1 2024, an estimated $148K.
  • CTC Alternative Strategies first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2014 and held it in 3 quarters.
  • CTC Alternative Strategies's Eaton Vance Limited Duration Income Fund position peaked at $510K in Q4 2014.
  • 153 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2024.

Based on CTC Alternative Strategies's 13F filing for Q1 2024, filed 9 May 2024.