EWM
EVV

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

Edge 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
2020
Q2 		– Sell
-5,175
Closed -$55K – 692
2020
Q1 		$55K Hold
5,175
– – 0.01% 228
2019
Q4 		$68K Hold
5,175
– – 0.01% 231
2019
Q3 		$64K Hold
5,175
– – 0.01% 226
2019
Q2 		$66K Hold
5,175
– – 0.01% 232
2019
Q1 		$65K Sell
5,175
-6
-0.1% -$75 0.02% 220
2018
Q4 		$62K Sell
5,181
-6,029
-54% -$73.5K 0.02% 226
2018
Q3 		$142K Buy
11,210
+15
+0.1% +$190 0.03% 170
2018
Q2 		$141K Sell
11,195
-1,922
-15% -$24.7K 0.04% 169
2018
Q1 		$171K Sell
13,117
-3,882
-23% -$51.4K 0.05% 131
2017
Q4 		$230K Buy
16,999
+16
+0.1% +$220 0.07% 120
2017
Q3 		$238K Sell
16,983
-810
-5% -$11.3K 0.07% 118
2017
Q2 		$249K Sell
17,793
-57
-0.3% -$795 0.08% 118
2017
Q1 		$247K Hold
17,850
– – 0.09% 109
2016
Q4 		$245K Hold
17,850
– – 0.09% 105
2016
Q3 		$245K Sell
17,850
-6,720
-27% -$91.8K 0.1% 95
2016
Q2 		$330K Buy
+24,570
New +$325K 0.14% 85

Other funds holding EVV

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Edge Wealth Management's EVV Position: Q2 2020 in Review

Edge Wealth Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2020, closing a stake of 5,175 shares — an estimated $55K sold.

Edge Wealth Management first reported a position in EVV in Q2 2016 and held it in 16 quarters. The position peaked at $330K in Q2 2016. 138 funds tracked by Wall St. Rank hold EVV as of Q2 2020.

  • Edge Wealth Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2020 after selling out during the quarter.
  • Edge Wealth Management sold 5,175 Eaton Vance Limited Duration Income Fund shares in Q2 2020, an estimated $55K.
  • Edge Wealth Management first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2016 and held it in 16 quarters.
  • Edge Wealth Management's Eaton Vance Limited Duration Income Fund position peaked at $330K in Q2 2016.
  • 138 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2020.

Based on Edge Wealth Management's 13F filing for Q2 2020, filed 3 Aug 2020.