DRP
EVV

Decker Retirement Planning’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Decker Retirement Planning’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
2025
Q1 		– Sell
-400
Closed -$3.91K – 339
2024
Q4 		$3.91K Buy
+400
New +$4.09K ﹤0.01% 357

Other funds holding EVV

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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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Decker Retirement Planning's EVV Position: Q1 2025 in Review

Decker Retirement Planning sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2025, closing a stake of 400 shares — an estimated $3.91K sold.

Decker Retirement Planning first reported a position in EVV in Q4 2024 and held it in 1 quarter. The position peaked at $3.91K in Q4 2024. 151 funds tracked by Wall St. Rank hold EVV as of Q1 2025.

  • Decker Retirement Planning reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2025 after selling out during the quarter.
  • Decker Retirement Planning sold 400 Eaton Vance Limited Duration Income Fund shares in Q1 2025, an estimated $3.91K.
  • Decker Retirement Planning first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2024 and held it in 1 quarter.
  • Decker Retirement Planning's Eaton Vance Limited Duration Income Fund position peaked at $3.91K in Q4 2024.
  • 151 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2025.

Based on Decker Retirement Planning's 13F filing for Q1 2025, filed 24 Apr 2025.