Financial Gravity Asset Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Financial Gravity Asset 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
2019 Q4	–	Sell	-1	Closed	–	–	1467
2019 Q3	$0	Hold	1	–	–	﹤0.01%	1306
2019 Q2	$0	Sell	1 -67	-99%	-$847	﹤0.01%	1355
2019 Q1	$1K	Buy	+68	New	+$847	﹤0.01%	1089
2018 Q3	$6K	Buy	465 +42	+10%	+$532	0.01%	678
2018 Q2	$5K	Buy	423 +107	+34%	+$1.37K	﹤0.01%	744
2018 Q1	$4K	Buy	+316	New	+$4.19K	﹤0.01%	776

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 Gravity Asset Management's EVV Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2019, closing a stake of 1 share.

Financial Gravity Asset Management first reported a position in EVV in Q1 2018 and held it in 6 quarters. The position peaked at $6K in Q3 2018. 143 funds tracked by Wall St. Rank hold EVV as of Q4 2019.

Financial Gravity Asset Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 1 Eaton Vance Limited Duration Income Fund share in Q4 2019.
Financial Gravity Asset Management first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2018 and held it in 6 quarters.
Financial Gravity Asset Management's Eaton Vance Limited Duration Income Fund position peaked at $6K in Q3 2018.
143 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.