DI
EVV

DFPG Investments’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

DFPG Investments’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
2020
Q1 		– Sell
-12,045
Closed -$161K – 161
2019
Q4 		$161K Sell
12,045
-431
-3% -$5.52K 0.11% 152
2019
Q3 		$156K Buy
12,476
+692
+6% +$8.69K 0.13% 150
2019
Q2 		$149K Buy
11,784
+17
+0.1% +$215 0.14% 154
2019
Q1 		$149K Buy
11,767
+416
+4% +$5.18K 0.16% 131
2018
Q4 		$135K Buy
+11,351
New +$138K 0.18% 113

Other funds holding EVV

Morgan Stanley
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
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

DFPG Investments's EVV Position: Q1 2020 in Review

DFPG Investments sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2020, closing a stake of 12,045 shares — an estimated $161K sold.

DFPG Investments first reported a position in EVV in Q4 2018 and held it in 5 quarters. The position peaked at $161K in Q4 2019. 141 funds tracked by Wall St. Rank hold EVV as of Q1 2020.

  • DFPG Investments reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2020 after selling out during the quarter.
  • DFPG Investments sold 12,045 Eaton Vance Limited Duration Income Fund shares in Q1 2020, an estimated $161K.
  • DFPG Investments first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2018 and held it in 5 quarters.
  • DFPG Investments's Eaton Vance Limited Duration Income Fund position peaked at $161K in Q4 2019.
  • 141 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2020.

Based on DFPG Investments's 13F filing for Q1 2020, filed 17 Apr 2020.