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

Evercore 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 Q2	–	Sell	-21,225	Closed	-$248K	–	406
2022 Q1	$248K	Hold	21,225	–	–	﹤0.01%	386
2021 Q4	$278K	Hold	21,225	–	–	﹤0.01%	372
2021 Q3	$280K	Hold	21,225	–	–	0.01%	374
2021 Q2	$281K	Hold	21,225	–	–	0.01%	374
2021 Q1	$268K	Sell	21,225 -60,510	-74%	-$761K	0.01%	381
2020 Q4	$1.02M	Sell	81,735 -13,050	-14%	-$157K	0.02%	214
2020 Q3	$1.07M	Buy	94,785 +13,375	+16%	+$155K	0.03%	187
2020 Q2	$917K	Buy	+81,410	New	+$887K	0.02%	196
2016 Q1	–	Sell	-3,000	Closed	-$38K	–	959
2015 Q4	$38K	Hold	3,000	–	–	﹤0.01%	648
2015 Q3	$38K	Hold	3,000	–	–	﹤0.01%	633
2015 Q2	$40K	Hold	3,000	–	–	﹤0.01%	671
2015 Q1	$43K	Buy	+3,000	New	+$42.6K	﹤0.01%	650

Other funds holding EVV

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Evercore Wealth Management's EVV Position: Q2 2022 in Review

Evercore Wealth Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2022, closing a stake of 21,225 shares — an estimated $248K sold.

Evercore Wealth Management first reported a position in EVV in Q1 2015 and held it in 12 quarters. The position peaked at $1.07M in Q3 2020. 150 funds tracked by Wall St. Rank hold EVV as of Q2 2022.

Evercore Wealth Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2022 after selling out during the quarter.
Evercore Wealth Management sold 21,225 Eaton Vance Limited Duration Income Fund shares in Q2 2022, an estimated $248K.
Evercore Wealth Management first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2015 and held it in 12 quarters.
Evercore Wealth Management's Eaton Vance Limited Duration Income Fund position peaked at $1.07M in Q3 2020.
150 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2022.

Based on Evercore Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.