First Foundation Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $176K | Hold |
18,611
| – | – | 0.01% | 327 |
|
|
2025
Q4 | $184K | Hold |
18,611
| – | – | 0.01% | 328 |
|
|
2025
Q3 | $189K | Hold |
18,611
| – | – | 0.01% | 322 |
|
|
2025
Q2 | $191K | Hold |
18,611
| – | – | 0.01% | 322 |
|
|
2025
Q1 | $186K | Hold |
18,611
| – | – | 0.01% | 321 |
|
|
2024
Q4 | $182K | Hold |
18,611
| – | – | 0.01% | 330 |
|
|
2024
Q3 | $196K | Hold |
18,611
| – | – | 0.01% | 337 |
|
|
2024
Q2 | $181K | Hold |
18,611
| – | – | 0.01% | 336 |
|
|
2024
Q1 | $181K | Hold |
18,611
| – | – | 0.01% | 340 |
|
|
2023
Q4 | $178K | Hold |
18,611
| – | – | 0.01% | 345 |
|
|
2023
Q3 | $168K | Hold |
18,611
| – | – | 0.01% | 399 |
|
|
2023
Q2 | $174K | Hold |
18,611
| – | – | 0.01% | 393 |
|
|
2023
Q1 | $183K | Hold |
18,611
| – | – | 0.01% | 365 |
|
|
2022
Q4 | $175K | Hold |
18,611
| – | – | 0.01% | 376 |
|
|
2022
Q3 | $171K | Sell |
18,611
-4,883
| -21% | -$51.1K | 0.01% | 358 |
|
|
2022
Q2 | $243K | Hold |
23,494
| – | – | 0.01% | 344 |
|
|
2022
Q1 | $275K | Hold |
23,494
| – | – | 0.01% | 348 |
|
|
2021
Q4 | $308K | Sell |
23,494
-5,388
| -19% | -$70.9K | 0.01% | 337 |
|
|
2021
Q3 | $381K | Sell |
28,882
-140,910
| -83% | -$1.87M | 0.01% | 321 |
|
|
2021
Q2 | $2.25M | Sell |
169,792
-18,061
| -10% | -$233K | 0.09% | 132 |
|
|
2021
Q1 | $2.37M | Sell |
187,853
-33,768
| -15% | -$425K | 0.1% | 118 |
|
|
2020
Q4 | $2.78M | Sell |
221,621
-25,341
| -10% | -$305K | 0.12% | 105 |
|
|
2020
Q3 | $2.79M | Sell |
246,962
-7,616
| -3% | -$88K | 0.13% | 93 |
|
|
2020
Q2 | $2.87M | Sell |
254,578
-13,719
| -5% | -$149K | 0.15% | 87 |
|
|
2020
Q1 | $2.84M | Buy |
268,297
+11,609
| +5% | +$144K | 0.17% | 81 |
|
|
2019
Q4 | $3.4M | Buy |
256,688
+159,185
| +163% | +$2.04M | 0.17% | 87 |
|
|
2019
Q3 | $1.22M | Sell |
97,503
-239,868
| -71% | -$3.01M | 0.07% | 149 |
|
|
2019
Q2 | $4.27M | Buy |
337,371
+1,629
| +0.5% | +$20.6K | 0.24% | 76 |
|
|
2019
Q1 | $4.25M | Sell |
335,742
-27,244
| -8% | -$339K | 0.25% | 72 |
|
|
2018
Q4 | $4.33M | Buy |
362,986
+17,143
| +5% | +$209K | 0.27% | 66 |
|
|
2018
Q3 | $4.38M | Buy |
345,843
+111,669
| +48% | +$1.42M | 0.24% | 67 |
|
|
2018
Q2 | $2.95M | Buy |
234,174
+206,712
| +753% | +$2.65M | 0.17% | 84 |
|
|
2018
Q1 | $358K | Sell |
27,462
-1,601
| -6% | -$21.2K | 0.02% | 241 |
|
|
2017
Q4 | $397K | Buy |
29,063
+11,669
| +67% | +$160K | 0.02% | 243 |
|
|
2017
Q3 | $244K | Sell |
17,394
-264,353
| -94% | -$3.7M | 0.01% | 267 |
|
|
2017
Q2 | $3.97M | Sell |
281,747
-46,070
| -14% | -$643K | 0.23% | 64 |
|
|
2017
Q1 | $4.53M | Sell |
327,817
-13,189
| -4% | -$184K | 0.28% | 64 |
|
|
2016
Q4 | $4.68M | Sell |
341,006
-11,313
| -3% | -$152K | 0.31% | 64 |
|
|
2016
Q3 | $4.83M | Buy |
352,319
+527
| +0.1% | +$7.2K | 0.33% | 60 |
|
|
2016
Q2 | $4.73M | Buy |
351,792
+15,048
| +4% | +$199K | 0.34% | 56 |
|
|
2016
Q1 | $4.44M | Buy |
336,744
+39,006
| +13% | +$486K | 0.32% | 61 |
|
|
2015
Q4 | $3.8M | Buy |
297,738
+90,927
| +44% | +$1.17M | 0.26% | 72 |
|
|
2015
Q3 | $2.62M | Buy |
206,811
+19,599
| +10% | +$261K | 0.22% | 74 |
|
|
2015
Q2 | $2.52M | Buy |
187,212
+33,591
| +22% | +$478K | 0.2% | 70 |
|
|
2015
Q1 | $2.21M | Buy |
153,621
+33,827
| +28% | +$480K | 0.18% | 68 |
|
|
2014
Q4 | $1.69M | Buy |
119,794
+69,652
| +139% | +$996K | 0.15% | 78 |
|
|
2014
Q3 | $731K | Buy |
50,142
+7,217
| +17% | +$109K | 0.07% | 111 |
|
|
2014
Q2 | $669K | Sell |
42,925
-2,106
| -5% | -$32.5K | 0.07% | 103 |
|
|
2014
Q1 | $687K | Hold |
45,031
| – | – | 0.09% | 82 |
|
|
2013
Q4 | $689K | Buy |
45,031
+21,500
| +91% | +$324K | 0.09% | 76 |
|
|
2013
Q3 | $368K | Buy |
23,531
+8,489
| +56% | +$129K | 0.06% | 119 |
|
|
2013
Q2 | $240K | Buy |
+15,042
| New | +$254K | 0.05% | 114 |
|
Other funds holding EVV
SIA
GC
CPIG
