EC
EVV

Elequin Capital’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Elequin Capital’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
2025
Q2 		– Sell
-8,586
Closed -$85.7K – 432
2025
Q1 		$85.7K Sell
8,586
-16,096
-65% -$163K 0.01% 146
2024
Q4 		$241K Buy
+24,682
New +$252K 0.02% 73
2024
Q1 		– Sell
-11,213
Closed -$107K – 323
2023
Q4 		$107K Buy
11,213
+1,404
+14% +$12.8K 0.03% 171
2023
Q3 		$88.7K Buy
9,809
+4,710
+92% +$43.8K 0.02% 150
2023
Q2 		$47.7K Buy
+5,099
New +$47.4K 0.02% 170
2023
Q1 		– Sell
-49,710
Closed -$467K – 386
2022
Q4 		$467K Buy
+49,710
New +$480K 0.13% 119

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Elequin Capital's EVV Position: Q2 2025 in Review

Elequin Capital sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2025, closing a stake of 8,586 shares — an estimated $85.7K sold.

Elequin Capital first reported a position in EVV in Q4 2022 and held it in 6 quarters. The position peaked at $467K in Q4 2022. 146 funds tracked by Wall St. Rank hold EVV as of Q2 2025.

  • Elequin Capital reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2025 after selling out during the quarter.
  • Elequin Capital sold 8,586 Eaton Vance Limited Duration Income Fund shares in Q2 2025, an estimated $85.7K.
  • Elequin Capital first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2022 and held it in 6 quarters.
  • Elequin Capital's Eaton Vance Limited Duration Income Fund position peaked at $467K in Q4 2022.
  • 146 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2025.

Based on Elequin Capital's 13F filing for Q2 2025, filed 11 Aug 2025.