FIA
EVV

FNY Investment Advisers’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

FNY Investment Advisers’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
2021
Q3 		– Sell
-8,000
Closed -$106K – 787
2021
Q2 		$106K Sell
8,000
-5,326
-40% -$68.6K 0.04% 279
2021
Q1 		$168K Buy
13,326
+8,801
+194% +$111K 0.06% 215
2020
Q4 		$56K Buy
+4,525
New +$54.5K 0.02% 368
2020
Q3 		– Sell
-200
Closed -$2K – 536
2020
Q2 		$2K Hold
200
– – ﹤0.01% 363
2020
Q1 		$2K Sell
200
-46,386
-100% -$574K ﹤0.01% 372
2019
Q4 		$617K Buy
46,586
+33,931
+268% +$435K 0.19% 86
2019
Q3 		$158K Buy
12,655
+10,855
+603% +$136K 0.05% 223
2019
Q2 		$22K Sell
1,800
-14,302
-89% -$181K 0.01% 468
2019
Q1 		$203K Buy
16,102
+14,302
+795% +$178K 0.07% 175
2018
Q4 		$21K Buy
+1,800
New +$21.9K 0.01% 357

Other funds holding EVV

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return