EWA
EVV

EverSource Wealth Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

EverSource Wealth Advisors’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
2026
Q1 		$14.2K Hold
1,500
– – ﹤0.01% 2727
2025
Q4 		$14.9K Hold
1,500
– – ﹤0.01% 2579
2025
Q3 		$15.2K Hold
1,500
– – ﹤0.01% 2553
2025
Q2 		$15.4K Hold
1,500
– – ﹤0.01% 2494
2025
Q1 		$15K Hold
1,500
– – ﹤0.01% 1865
2024
Q4 		$14.7K Hold
1,500
– – ﹤0.01% 1802
2024
Q3 		$15.8K Hold
1,500
– – ﹤0.01% 1606
2024
Q2 		$14.8K Hold
1,500
– – ﹤0.01% 1661
2024
Q1 		$14.1K Hold
1,500
– – ﹤0.01% 1533
2023
Q4 		$14.4K Hold
1,500
– – ﹤0.01% 1401
2023
Q3 		$13.6K Hold
1,500
– – ﹤0.01% 1281
2023
Q2 		$14K Hold
1,500
– – ﹤0.01% 1300
2023
Q1 		$14.8K Hold
1,500
– – ﹤0.01% 1202
2022
Q4 		$14.1K Buy
+1,500
New +$14.5K ﹤0.01% 1194

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return