FWM
EVV

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

Foresight 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
2021
Q3 		– Sell
-29,712
Closed -$394K – 133
2021
Q2 		$394K Buy
+29,712
New +$383K 0.09% 86

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Foresight Wealth Management's EVV Position: Q3 2021 in Review

Foresight Wealth Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2021, closing a stake of 29,712 shares — an estimated $394K sold.

Foresight Wealth Management first reported a position in EVV in Q2 2021 and held it in 1 quarter. The position peaked at $394K in Q2 2021. 146 funds tracked by Wall St. Rank hold EVV as of Q3 2021.

  • Foresight Wealth Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2021 after selling out during the quarter.
  • Foresight Wealth Management sold 29,712 Eaton Vance Limited Duration Income Fund shares in Q3 2021, an estimated $394K.
  • Foresight Wealth Management first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2021 and held it in 1 quarter.
  • Foresight Wealth Management's Eaton Vance Limited Duration Income Fund position peaked at $394K in Q2 2021.
  • 146 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2021.

Based on Foresight Wealth Management's 13F filing for Q3 2021, filed 21 Oct 2021.