FHA
EVV

Flagship Harbor Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Flagship Harbor 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
2026
Q2 		$587K Sell
62,668
-3,856
-6% -$36.1K 0.02% 476
2026
Q1 		$629K Sell
66,524
-2,326
-3% -$22.7K 0.03% 421
2025
Q4 		$682K Sell
68,850
-365
-0.5% -$3.66K 0.03% 376
2025
Q3 		$703K Buy
69,215
+1,661
+2% +$16.9K 0.03% 405
2025
Q2 		$693K Sell
67,554
-3,507
-5% -$34.7K 0.03% 397
2025
Q1 		$709K Sell
71,061
-2,407
-3% -$24.4K 0.04% 354
2024
Q4 		$718K Buy
73,468
+5,500
+8% +$56.2K 0.04% 336
2024
Q3 		$714K Buy
67,968
+5,233
+8% +$52.6K 0.04% 336
2024
Q2 		$611K Hold
62,735
– – 0.04% 356
2024
Q1 		$612K Buy
62,735
+4,262
+7% +$41.6K 0.04% 337
2023
Q4 		$560K Buy
58,473
+2,749
+5% +$25K 0.04% 338
2023
Q3 		$504K Sell
55,724
-743
-1% -$6.91K 0.04% 327
2023
Q2 		$529K Buy
56,467
+34,972
+163% +$325K 0.04% 316
2023
Q1 		$212K Sell
21,495
-308
-1% -$3.09K 0.02% 577
2022
Q4 		$205K Hold
21,803
– – 0.02% 568
2022
Q3 		$201K Sell
21,803
-494
-2% -$5.17K 0.02% 549
2022
Q2 		$230K Buy
22,297
+632
+3% +$6.77K 0.03% 528
2022
Q1 		$253K Sell
21,665
-1,205
-5% -$14.5K 0.02% 530
2021
Q4 		$300K Sell
22,870
-2,770
-11% -$36.5K 0.03% 498
2021
Q3 		$340K Hold
25,640
– – 0.04% 446
2021
Q2 		$340K Sell
25,640
-2,100
-8% -$27.1K 0.04% 447
2021
Q1 		$350K Buy
27,740
+2,548
+10% +$32K 0.04% 437
2020
Q4 		$316K Sell
25,192
-2,800
-10% -$33.7K 0.04% 410
2020
Q3 		$316K Hold
27,992
– – 0.04% 354
2020
Q2 		$315K Sell
27,992
-3,100
-10% -$33.8K 0.05% 345
2020
Q1 		$329K Buy
31,092
+7,100
+30% +$87.9K 0.07% 274
2019
Q4 		$318K Sell
23,992
-296
-1% -$3.79K 0.06% 327
2019
Q3 		$303K Sell
24,288
-795
-3% -$9.99K 0.06% 316
2019
Q2 		$317K Sell
25,083
-396
-2% -$5.01K 0.07% 293
2019
Q1 		$322K Buy
25,479
+565
+2% +$7.04K 0.07% 292
2018
Q4 		$296K Sell
24,914
-576
-2% -$7.02K 0.07% 274
2018
Q3 		$324K Buy
25,490
+1,878
+8% +$23.8K 0.06% 298
2018
Q2 		$297K Sell
23,612
-18,841
-44% -$242K 0.06% 294
2018
Q1 		$555K Sell
42,453
-11,981
-22% -$159K 0.17% 154
2017
Q4 		$740K Buy
54,434
+100
+0.2% +$1.37K 0.21% 121
2017
Q3 		$761K Buy
54,334
+550
+1% +$7.7K 0.25% 109
2017
Q2 		$753K Buy
53,784
+680
+1% +$9.49K 0.26% 107
2017
Q1 		$741K Buy
53,104
+1,535
+3% +$21.5K 0.28% 104
2016
Q4 		$714K Buy
+51,569
New +$691K 0.31% 95

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Flagship Harbor Advisors's EVV Position: Q2 2026 in Review

Flagship Harbor Advisors reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 5.8% in Q2 2026, selling an estimated $36.1K and leaving 62,668 shares worth $587K. The position accounts for 0.02% of the portfolio, ranked #476.

Flagship Harbor Advisors first reported a position in EVV in Q4 2016 and has held it in 39 quarters since. The position peaked at $761K in Q3 2017. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • Flagship Harbor Advisors held 62,668 shares of Eaton Vance Limited Duration Income Fund worth $587K as of Q2 2026.
  • Flagship Harbor Advisors sold 3,856 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $36.1K.
  • Eaton Vance Limited Duration Income Fund made up 0.02% of Flagship Harbor Advisors's portfolio in Q2 2026, its #476 holding.
  • Flagship Harbor Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2016 and has held it in 39 quarters since.
  • Flagship Harbor Advisors's Eaton Vance Limited Duration Income Fund position peaked at $761K in Q3 2017.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Flagship Harbor Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.