FAIM
EVV

Financial Advocates Investment Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Financial Advocates Investment 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
2018
Q1 		– Sell
-2,083
Closed -$28K – 497
2017
Q4 		$28K Buy
+2,083
New +$28.6K ﹤0.01% 482

Other funds holding EVV

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Advocates Investment Management's EVV Position: Q1 2018 in Review

Financial Advocates Investment Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2018, closing a stake of 2,083 shares — an estimated $28K sold.

Financial Advocates Investment Management first reported a position in EVV in Q4 2017 and held it in 1 quarter. The position peaked at $28K in Q4 2017. 148 funds tracked by Wall St. Rank hold EVV as of Q1 2018.

  • Financial Advocates Investment Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,083 Eaton Vance Limited Duration Income Fund shares in Q1 2018, an estimated $28K.
  • Financial Advocates Investment Management first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2017 and held it in 1 quarter.
  • Financial Advocates Investment Management's Eaton Vance Limited Duration Income Fund position peaked at $28K in Q4 2017.
  • 148 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2018.

Based on Financial Advocates Investment Management's 13F filing for Q1 2018, filed 11 May 2018.