Financial Architects (New Jersey)’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Financial Architects (New Jersey)’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
2019 Q4	–	Sell	-900	Closed	-$11K	–	927
2019 Q3	$11K	Hold	900	–	–	﹤0.01%	706
2019 Q2	$11K	Hold	900	–	–	﹤0.01%	864
2019 Q1	$11K	Buy	+900	New	+$11.2K	﹤0.01%	1055
2018 Q2	–	Sell	-815	Closed	-$11K	–	1376
2018 Q1	$11K	Hold	815	–	–	﹤0.01%	1045
2017 Q4	$11K	Sell	815 -3,000	-79%	-$41.2K	﹤0.01%	1123
2017 Q3	$54K	Buy	3,815 +3,000	+368%	+$42K	0.01%	665
2017 Q2	$11K	Hold	815	–	–	﹤0.01%	1107
2017 Q1	$11K	Buy	+815	New	+$11.4K	﹤0.01%	1107
2014 Q4	–	Sell	-382	Closed	-$6K	–	970
2014 Q3	$6K	Buy	+382	New	+$5.76K	﹤0.01%	708

Other funds holding EVV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return