FMII
EVV

Farmers & Merchants Investments Inc’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Farmers & Merchants Investments Inc’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
2014
Q3 		– Sell
-2,600
Closed -$41K – 704
2014
Q2 		$41K Hold
2,600
– – 0.01% 305
2014
Q1 		$40K Hold
2,600
– – 0.01% 302
2013
Q4 		$40K Hold
2,600
– – 0.01% 309
2013
Q3 		$41K Hold
2,600
– – 0.01% 292
2013
Q2 		$41K Buy
+2,600
New +$43.9K 0.01% 294

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Farmers & Merchants Investments Inc's EVV Position: Q3 2014 in Review

Farmers & Merchants Investments Inc sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2014, closing a stake of 2,600 shares — an estimated $41K sold.

Farmers & Merchants Investments Inc first reported a position in EVV in Q2 2013 and held it in 5 quarters. The position peaked at $41K in Q2 2014. 112 funds tracked by Wall St. Rank hold EVV as of Q3 2014.

  • Farmers & Merchants Investments Inc reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2014 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 2,600 Eaton Vance Limited Duration Income Fund shares in Q3 2014, an estimated $41K.
  • Farmers & Merchants Investments Inc first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2013 and held it in 5 quarters.
  • Farmers & Merchants Investments Inc's Eaton Vance Limited Duration Income Fund position peaked at $41K in Q2 2014.
  • 112 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2014.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2014, filed 24 Oct 2014.