First Trust Advisors
EVV

First Trust Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

First Trust Advisors’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
2018
Q2 		– Sell
-65,745
Closed -$856K – 2429
2018
Q1 		$856K Buy
65,745
+1,885
+3% +$25K ﹤0.01% 1853
2017
Q4 		$872K Buy
63,860
+3,236
+5% +$44.5K ﹤0.01% 1896
2017
Q3 		$851K Buy
60,624
+7,750
+15% +$108K ﹤0.01% 1906
2017
Q2 		$746K Buy
52,874
+7,874
+17% +$110K ﹤0.01% 1950
2017
Q1 		$622K Sell
45,000
-46,313
-51% -$648K ﹤0.01% 1996
2016
Q4 		$1.25M Buy
91,313
+23,144
+34% +$310K ﹤0.01% 1726
2016
Q3 		$935K Buy
68,169
+1,998
+3% +$27.3K ﹤0.01% 1752
2016
Q2 		$889K Sell
66,171
-1,543
-2% -$20.4K ﹤0.01% 1762
2016
Q1 		$892K Buy
67,714
+882
+1% +$11K ﹤0.01% 1728
2015
Q4 		$853K Sell
66,832
-3,964
-6% -$50.8K ﹤0.01% 1789
2015
Q3 		$898K Buy
70,796
+715
+1% +$9.52K ﹤0.01% 1777
2015
Q2 		$944K Buy
70,081
+233
+0.3% +$3.31K ﹤0.01% 1799
2015
Q1 		$1M Buy
69,848
+2,746
+4% +$39K ﹤0.01% 1751
2014
Q4 		$947K Buy
67,102
+2,758
+4% +$39.5K ﹤0.01% 1762
2014
Q3 		$938K Sell
64,344
-12,416
-16% -$187K ﹤0.01% 1733
2014
Q2 		$1.2M Buy
76,760
+6,886
+10% +$106K 0.01% 1605
2014
Q1 		$1.07M Sell
69,874
-3,484
-5% -$53.3K ﹤0.01% 1659
2013
Q4 		$1.12M Buy
73,358
+330
+0.5% +$4.97K 0.01% 1590
2013
Q3 		$1.14M Sell
73,028
-3,456
-5% -$52.3K 0.01% 1500
2013
Q2 		$1.22M Buy
+76,484
New +$1.29M 0.01% 1361

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

First Trust Advisors's EVV Position: Q2 2018 in Review

First Trust Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2018, closing a stake of 65,745 shares — an estimated $856K sold.

First Trust Advisors first reported a position in EVV in Q2 2013 and held it in 20 quarters. The position peaked at $1.25M in Q4 2016. 158 funds tracked by Wall St. Rank hold EVV as of Q2 2018.

  • First Trust Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2018 after selling out during the quarter.
  • First Trust Advisors sold 65,745 Eaton Vance Limited Duration Income Fund shares in Q2 2018, an estimated $856K.
  • First Trust Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2013 and held it in 20 quarters.
  • First Trust Advisors's Eaton Vance Limited Duration Income Fund position peaked at $1.25M in Q4 2016.
  • 158 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2018.

Based on First Trust Advisors's 13F filing for Q2 2018, filed 2 Aug 2018.