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	–	1374
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	–	969
2014 Q3	$6K	Buy	+382	New	+$5.76K	﹤0.01%	708

Other funds holding EVV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 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 $2.1B AUM 2.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RVPG

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

PPA

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Financial Architects (New Jersey)'s EVV Position: Q4 2019 in Review

Financial Architects (New Jersey) sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2019, closing a stake of 900 shares — an estimated $11K sold.

Financial Architects (New Jersey) first reported a position in EVV in Q3 2014 and held it in 9 quarters. The position peaked at $54K in Q3 2017. 143 funds tracked by Wall St. Rank hold EVV as of Q4 2019.

Financial Architects (New Jersey) reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 900 Eaton Vance Limited Duration Income Fund shares in Q4 2019, an estimated $11K.
Financial Architects (New Jersey) first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2014 and held it in 9 quarters.
Financial Architects (New Jersey)'s Eaton Vance Limited Duration Income Fund position peaked at $54K in Q3 2017.
143 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2019, filed 14 Feb 2020.