Focused Wealth Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Focused Wealth Management’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
2024 Q1	–	Sell	-112	Closed	-$1.07K	–	441
2023 Q4	$1.07K	Hold	112	–	–	﹤0.01%	845
2023 Q3	$1.01K	Hold	112	–	–	﹤0.01%	846
2023 Q2	$1.05K	Hold	112	–	–	﹤0.01%	877
2023 Q1	$1.1K	Hold	112	–	–	﹤0.01%	856
2022 Q4	$1.05K	Hold	112	–	–	﹤0.01%	864
2022 Q3	$1K	Hold	112	–	–	﹤0.01%	834
2022 Q2	$1K	Hold	112	–	–	﹤0.01%	817
2022 Q1	$1K	Hold	112	–	–	﹤0.01%	871
2021 Q4	$1K	Hold	112	–	–	﹤0.01%	876
2021 Q3	$1K	Hold	112	–	–	﹤0.01%	882
2021 Q2	$1K	Hold	112	–	–	﹤0.01%	865
2021 Q1	$1K	Hold	112	–	–	﹤0.01%	856
2020 Q4	$1K	Hold	112	–	–	﹤0.01%	771
2020 Q3	$1K	Hold	112	–	–	﹤0.01%	722
2020 Q2	$1K	Hold	112	–	–	﹤0.01%	711
2020 Q1	$1K	Hold	112	–	–	﹤0.01%	648
2019 Q4	$1K	Hold	112	–	–	﹤0.01%	669
2019 Q3	$1K	Hold	112	–	–	﹤0.01%	657
2019 Q2	$1K	Hold	112	–	–	﹤0.01%	691
2019 Q1	$1K	Hold	112	–	–	﹤0.01%	646
2018 Q4	$1K	Hold	112	–	–	﹤0.01%	642
2018 Q3	$1K	Hold	112	–	–	﹤0.01%	610
2018 Q2	$1K	Hold	112	–	–	﹤0.01%	602
2018 Q1	$1K	Hold	112	–	–	﹤0.01%	653
2017 Q4	$2K	Buy	+112	New	+$1.54K	﹤0.01%	609
2017 Q3	–	Sell	-112	Closed	-$2K	–	679
2017 Q2	$2K	Hold	112	–	–	﹤0.01%	626
2017 Q1	$2K	Hold	112	–	–	﹤0.01%	613
2016 Q4	$2K	Hold	112	–	–	﹤0.01%	609
2016 Q3	$2K	Hold	112	–	–	﹤0.01%	584
2016 Q2	$2K	Hold	112	–	–	﹤0.01%	587
2016 Q1	$1K	Hold	112	–	–	﹤0.01%	593
2015 Q4	$1K	Hold	112	–	–	﹤0.01%	620
2015 Q3	$1K	Hold	112	–	–	﹤0.01%	624
2015 Q2	$2K	Hold	112	–	–	﹤0.01%	579
2015 Q1	$2K	Hold	112	–	–	﹤0.01%	598
2014 Q4	$2K	Hold	112	–	–	﹤0.01%	581
2014 Q3	$2K	Hold	112	–	–	﹤0.01%	588
2014 Q2	$2K	Hold	112	–	–	﹤0.01%	590
2014 Q1	$2K	Hold	112	–	–	﹤0.01%	558
2013 Q4	$2K	Hold	112	–	–	﹤0.01%	556
2013 Q3	$2K	Buy	+112	New	+$1.7K	﹤0.01%	520

Other funds holding EVV

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Focused Wealth Management's EVV Position: Q1 2024 in Review

Focused Wealth Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2024, closing a stake of 112 shares — an estimated $1.07K sold.

Focused Wealth Management first reported a position in EVV in Q3 2013 and held it in 41 quarters. The position peaked at $2K in Q4 2017. 153 funds tracked by Wall St. Rank hold EVV as of Q1 2024.

Focused Wealth Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 112 Eaton Vance Limited Duration Income Fund shares in Q1 2024, an estimated $1.07K.
Focused Wealth Management first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2013 and held it in 41 quarters.
Focused Wealth Management's Eaton Vance Limited Duration Income Fund position peaked at $2K in Q4 2017.
153 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.