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DADC
EVV
D.A. Davidson & Co’s
Eaton Vance Limited Duration Income Fund
EVV
Stock Holding History
D.A. Davidson & Co’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
2022
Q4
–
Sell
-11,049
Closed
-$102K
–
1338
2022
Q3
$102K
Buy
+11,049
New
+$116K
﹤0.01%
1222
2022
Q2
–
Sell
-13,028
Closed
-$152K
–
1305
2022
Q1
$152K
Buy
+13,028
New
+$157K
﹤0.01%
1238
2017
Q3
–
Sell
-5,211
Closed
-$73K
–
1356
2017
Q2
$73K
Sell
5,211
-15,021
-74%
-$210K
﹤0.01%
1389
2017
Q1
$279K
Buy
20,232
+13,346
+194%
+$187K
0.01%
810
2016
Q4
$94K
Buy
6,886
+1,408
+26%
+$18.9K
﹤0.01%
1330
2016
Q3
$75K
Sell
5,478
-4,997
-48%
-$68.2K
﹤0.01%
1344
2016
Q2
$140K
Sell
10,475
-1,538
-13%
-$20.4K
﹤0.01%
980
2016
Q1
$158K
Buy
12,013
+680
+6%
+$8.47K
﹤0.01%
939
2015
Q4
$144K
Sell
11,333
-3,199
-22%
-$41K
﹤0.01%
969
2015
Q3
$184K
Buy
14,532
+3,405
+31%
+$45.3K
0.01%
852
2015
Q2
$149K
Buy
11,127
+3
+0%
+$43
﹤0.01%
977
2015
Q1
$160K
Buy
11,124
+4,002
+56%
+$56.8K
0.01%
952
2014
Q4
$100K
Sell
7,122
-103,761
-94%
-$1.48M
﹤0.01%
1124
2014
Q3
$1.62M
Sell
110,883
-468
-0.4%
-$7.06K
0.05%
309
2014
Q2
$1.73M
Buy
111,351
+81,131
+268%
+$1.25M
0.06%
298
2014
Q1
$460K
Buy
30,220
+23,155
+328%
+$354K
0.02%
629
2013
Q4
$108K
Buy
7,065
+6,490
+1,129%
+$97.7K
﹤0.01%
1031
2013
Q3
$8K
Hold
575
–
–
﹤0.01%
1501
2013
Q2
$9K
Buy
+575
New
+$9.7K
﹤0.01%
1441
Other funds holding EVV
AWA
Arete Wealth Advisors
Chicago, Illinois
$1.33B AUM
25.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
SIA
Sit Investment Associates
Minneapolis, Minnesota
$4.93B AUM
12.22%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
CPIG
Chicago Partners Investment Group
Chicago, Illinois
$4.47B AUM
19.29%
1-Year Est. Return
GC
Guggenheim Capital
Chicago, Illinois
$12.6B AUM
27.3%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
CAN
Cetera Advisor Networks
El Segundo, California
$20.2B AUM
22.31%
1-Year Est. Return
KIG
Kennedy Investment Group
West Depford, New Jersey
$255M AUM
20.81%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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