FineMark National Bank & Trust’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

FineMark National Bank & Trust’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
2016 Q3	–	Sell	-4,500	Closed	-$60K	–	1342
2016 Q2	$60K	Buy	+4,500	New	+$59.6K	0.01%	544
2013 Q3	–	Sell	-4,080	Closed	-$65K	–	1547
2013 Q2	$65K	Buy	+4,080	New	+$68.9K	0.02%	500

Other funds holding EVV

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

RVPG

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

1CP

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

FineMark National Bank & Trust's EVV Position: Q3 2016 in Review

FineMark National Bank & Trust sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2016, closing a stake of 4,500 shares — an estimated $60K sold.

FineMark National Bank & Trust first reported a position in EVV in Q2 2013 and held it in 2 quarters. The position peaked at $65K in Q2 2013. 127 funds tracked by Wall St. Rank hold EVV as of Q3 2016.

FineMark National Bank & Trust reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2016 after selling out during the quarter.
FineMark National Bank & Trust sold 4,500 Eaton Vance Limited Duration Income Fund shares in Q3 2016, an estimated $60K.
FineMark National Bank & Trust first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2013 and held it in 2 quarters.
FineMark National Bank & Trust's Eaton Vance Limited Duration Income Fund position peaked at $65K in Q2 2013.
127 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2016.

Based on FineMark National Bank & Trust's 13F filing for Q3 2016, filed 10 Nov 2016.