DWM
EVV

Drive Wealth Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Drive Wealth Management’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
Q3 		– Sell
-10,227
Closed -$106K – 169
2022
Q2 		$106K Buy
10,227
+93
+0.9% +$996 0.1% 159
2022
Q1 		$119K Buy
+10,134
New +$122K 0.1% 159

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Drive Wealth Management's EVV Position: Q3 2022 in Review

Drive Wealth Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2022, closing a stake of 10,227 shares — an estimated $106K sold.

Drive Wealth Management first reported a position in EVV in Q1 2022 and held it in 2 quarters. The position peaked at $119K in Q1 2022. 149 funds tracked by Wall St. Rank hold EVV as of Q3 2022.

  • Drive Wealth Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2022 after selling out during the quarter.
  • Drive Wealth Management sold 10,227 Eaton Vance Limited Duration Income Fund shares in Q3 2022, an estimated $106K.
  • Drive Wealth Management first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2022 and held it in 2 quarters.
  • Drive Wealth Management's Eaton Vance Limited Duration Income Fund position peaked at $119K in Q1 2022.
  • 149 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2022.

Based on Drive Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.