FGA
EVV

Fortis Group Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Fortis Group 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
2024
Q2 		– Sell
-250
Closed -$2.44K – 507
2024
Q1 		$2.44K Sell
250
-250
-50% -$2.44K ﹤0.01% 425
2023
Q4 		$4.79K Buy
500
+250
+100% +$2.28K ﹤0.01% 361
2023
Q3 		$2.26K Buy
+250
New +$2.32K ﹤0.01% 358

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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return