Doliver Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Doliver Advisors’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	–	Sell	-10,959	Closed	-$139K	–	153
2019 Q3	$139K	Buy	10,959 +511	+5%	+$6.42K	0.06%	112
2019 Q2	$132K	Buy	+10,448	New	+$132K	0.05%	122
2018 Q4	–	Sell	-18,825	Closed	-$239K	–	167
2018 Q3	$239K	Sell	18,825 -173,784	-90%	-$2.2M	0.1%	136
2018 Q2	$2.42M	Buy	192,609 +125,607	+187%	+$1.61M	1.02%	5
2018 Q1	$872K	Buy	67,002 +15,060	+29%	+$200K	0.38%	27
2017 Q4	$709K	Sell	51,942 -16,994	-25%	-$234K	0.28%	56
2017 Q3	$967K	Sell	68,936 -271	-0.4%	-$3.79K	0.43%	46
2017 Q2	$976K	Buy	69,207 +796	+1%	+$11.1K	0.47%	37
2017 Q1	$946K	Sell	68,411 -23,225	-25%	-$325K	0.74%	37
2016 Q4	$1.26M	Sell	91,636 -23,269	-20%	-$312K	1.07%	25
2016 Q3	$1.57M	Buy	+114,905	New	+$1.57M	1.33%	22
2015 Q4	–	Sell	-167,328	Closed	-$2.12M	–	182
2015 Q3	$2.12M	Sell	167,328 -39,501	-19%	-$526K	1.58%	14
2015 Q2	$2.79M	Buy	206,829 +195,432	+1,715%	+$2.78M	1.86%	1
2015 Q1	$164K	Sell	11,397 -138,756	-92%	-$1.97M	0.11%	220
2014 Q4	$2.12M	Buy	150,153 +101,792	+210%	+$1.46M	1.48%	9
2014 Q3	$705K	Buy	+48,361	New	+$729K	0.48%	68
2014 Q1	–	Sell	-14,238	Closed	-$218K	–	232
2013 Q4	$218K	Sell	14,238 -8,166	-36%	-$123K	0.14%	213
2013 Q3	$350K	Buy	+22,404	New	+$339K	0.21%	193

Other funds holding EVV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Doliver Advisors's EVV Position: Q4 2019 in Review

Doliver Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2019, closing a stake of 10,959 shares — an estimated $139K sold.

Doliver Advisors first reported a position in EVV in Q3 2013 and held it in 18 quarters. The position peaked at $2.79M in Q2 2015. 143 funds tracked by Wall St. Rank hold EVV as of Q4 2019.

Doliver Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2019 after selling out during the quarter.
Doliver Advisors sold 10,959 Eaton Vance Limited Duration Income Fund shares in Q4 2019, an estimated $139K.
Doliver Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2013 and held it in 18 quarters.
Doliver Advisors's Eaton Vance Limited Duration Income Fund position peaked at $2.79M in Q2 2015.
143 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2019.

Based on Doliver Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.