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	$174K	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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 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 $295M AUM 31.26% 1-Year Est. Return

Ford Financial Group's EVV Position: Q4 2022 in Review

Ford Financial Group sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2022, closing a stake of 13,771 shares — an estimated $126K sold.

Ford Financial Group first reported a position in EVV in Q4 2017 and held it in 18 quarters. The position peaked at $174K in Q4 2021. 167 funds tracked by Wall St. Rank hold EVV as of Q4 2022.

Ford Financial Group reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2022 after selling out during the quarter.
Ford Financial Group sold 13,771 Eaton Vance Limited Duration Income Fund shares in Q4 2022, an estimated $126K.
Ford Financial Group first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2017 and held it in 18 quarters.
Ford Financial Group's Eaton Vance Limited Duration Income Fund position peaked at $174K in Q4 2021.
167 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2022.

Based on Ford Financial Group's 13F filing for Q4 2022, filed 13 Feb 2023.