FWIA
EVV

Fort Washington Investment Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Fort Washington Investment Advisors’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
Q2 		– Sell
-15,000
Closed -$176K – 439
2022
Q1 		$176K Hold
15,000
– – ﹤0.01% 505
2021
Q4 		$197K Sell
15,000
-1,500
-9% -$19.7K ﹤0.01% 499
2021
Q3 		$217K Hold
16,500
– – ﹤0.01% 489
2021
Q2 		$219K Hold
16,500
– – ﹤0.01% 493
2021
Q1 		$208K Sell
16,500
-1,400
-8% -$17.6K ﹤0.01% 482
2020
Q4 		$224K Hold
17,900
– – ﹤0.01% 477
2020
Q3 		$202K Sell
17,900
-6,000
-25% -$69.4K ﹤0.01% 477
2020
Q2 		$269K Hold
23,900
– – ﹤0.01% 451
2020
Q1 		$253K Hold
23,900
– – ﹤0.01% 385
2019
Q4 		$317K Sell
23,900
-3,000
-11% -$38.5K ﹤0.01% 428
2019
Q3 		$336K Sell
26,900
-2,450
-8% -$30.8K ﹤0.01% 422
2019
Q2 		$371K Hold
29,350
– – ﹤0.01% 418
2019
Q1 		$371K Sell
29,350
-59,500
-67% -$741K ﹤0.01% 416
2018
Q4 		$1.06M Sell
88,850
-16,575
-16% -$202K 0.01% 320
2018
Q3 		$1.34M Sell
105,425
-21,050
-17% -$267K 0.01% 326
2018
Q2 		$1.59M Sell
126,475
-800
-0.6% -$10.3K 0.02% 316
2018
Q1 		$1.66M Buy
127,275
+6,100
+5% +$80.8K 0.02% 326
2017
Q4 		$1.65M Buy
121,175
+22,190
+22% +$305K 0.02% 350
2017
Q3 		$1.39M Sell
98,985
-2,550
-3% -$35.7K 0.02% 270
2017
Q2 		$1.43M Sell
101,535
-11,777
-10% -$164K 0.02% 256
2017
Q1 		$1.57M Sell
113,312
-2,500
-2% -$35K 0.03% 261
2016
Q4 		$1.59M Buy
+115,812
New +$1.55M 0.03% 259

Other funds holding EVV

Morgan Stanley
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Fort Washington Investment Advisors's EVV Position: Q2 2022 in Review

Fort Washington Investment Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2022, closing a stake of 15,000 shares — an estimated $176K sold.

Fort Washington Investment Advisors first reported a position in EVV in Q4 2016 and held it in 22 quarters. The position peaked at $1.66M in Q1 2018. 150 funds tracked by Wall St. Rank hold EVV as of Q2 2022.

  • Fort Washington Investment Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2022 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 15,000 Eaton Vance Limited Duration Income Fund shares in Q2 2022, an estimated $176K.
  • Fort Washington Investment Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2016 and held it in 22 quarters.
  • Fort Washington Investment Advisors's Eaton Vance Limited Duration Income Fund position peaked at $1.66M in Q1 2018.
  • 150 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2022.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.