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

Dynasty 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
2018 Q4	–	Sell	-15,400	Closed	-$195K	–	33
2018 Q3	$195K	Hold	15,400	–	–	0.25%	109
2018 Q2	$194K	Hold	15,400	–	–	0.4%	67
2018 Q1	$201K	Sell	15,400 -700	-4%	-$9.28K	0.08%	65
2017 Q4	$220K	Buy	+16,100	New	+$221K	0.38%	82

Other funds holding EVV

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Dynasty Wealth Management's EVV Position: Q4 2018 in Review

Dynasty Wealth Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2018, closing a stake of 15,400 shares — an estimated $195K sold.

Dynasty Wealth Management first reported a position in EVV in Q4 2017 and held it in 4 quarters. The position peaked at $220K in Q4 2017. 156 funds tracked by Wall St. Rank hold EVV as of Q4 2018.

Dynasty Wealth Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2018 after selling out during the quarter.
Dynasty Wealth Management sold 15,400 Eaton Vance Limited Duration Income Fund shares in Q4 2018, an estimated $195K.
Dynasty Wealth Management first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2017 and held it in 4 quarters.
Dynasty Wealth Management's Eaton Vance Limited Duration Income Fund position peaked at $220K in Q4 2017.
156 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2018.

Based on Dynasty Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.