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FFG
EVV
Ford Financial Group’s
Eaton Vance Limited Duration Income Fund
EVV
Stock Holding History
Ford Financial Group’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
2022
Q4
–
Sell
-13,771
Closed
-$126K
–
123
2022
Q3
$126K
Buy
13,771
+152
+1%
+$1.59K
0.05%
122
2022
Q2
$140K
Buy
13,619
+147
+1%
+$1.57K
0.06%
119
2022
Q1
$157K
Buy
13,472
+124
+0.9%
+$1.5K
0.06%
126
2021
Q4
$174
Buy
13,348
+112
+0.8%
+$1.47K
0.03%
113
2021
Q3
$174K
Buy
13,236
+108
+0.8%
+$1.43K
0.07%
100
2021
Q2
$174K
Buy
13,128
+108
+0.8%
+$1.39K
0.06%
112
2021
Q1
$164K
Buy
13,020
+109
+0.8%
+$1.37K
0.07%
97
2020
Q4
$161K
Buy
12,911
+110
+0.9%
+$1.32K
0.08%
96
2020
Q3
$144K
Buy
12,801
+113
+0.9%
+$1.31K
0.08%
86
2020
Q2
$143K
Buy
12,688
+115
+0.9%
+$1.25K
0.08%
88
2020
Q1
$132K
Buy
12,573
+163
+1%
+$2.02K
0.09%
84
2019
Q4
$164K
Buy
12,410
+1,292
+12%
+$16.6K
0.09%
92
2019
Q3
$138K
Buy
11,118
+101
+0.9%
+$1.27K
0.09%
85
2019
Q2
$139K
Buy
11,017
+97
+0.9%
+$1.23K
0.09%
86
2019
Q1
$138K
Buy
10,920
+95
+0.9%
+$1.18K
0.1%
69
2018
Q4
$129K
Buy
10,825
+96
+0.9%
+$1.17K
0.1%
55
2018
Q3
$136K
Buy
+10,729
New
+$136K
0.1%
43
2018
Q1
–
Sell
-8,700
Closed
-$118K
–
149
2017
Q4
$118K
Buy
+8,700
New
+$120K
0.09%
56
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AWA
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$1.33B AUM
25.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
SIA
Sit Investment Associates
Minneapolis, Minnesota
$4.93B AUM
12.22%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
CPIG
Chicago Partners Investment Group
Chicago, Illinois
$4.47B AUM
19.29%
1-Year Est. Return
GC
Guggenheim Capital
Chicago, Illinois
$12.6B AUM
27.3%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
CAN
Cetera Advisor Networks
El Segundo, California
$20.2B AUM
22.31%
1-Year Est. Return
KIG
Kennedy Investment Group
West Depford, New Jersey
$255M AUM
20.81%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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