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 $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Fortis Group Advisors's EVV Position: Q2 2024 in Review

Fortis Group Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2024, closing a stake of 250 shares — an estimated $2.44K sold.

Fortis Group Advisors first reported a position in EVV in Q3 2023 and held it in 3 quarters. The position peaked at $4.79K in Q4 2023. 144 funds tracked by Wall St. Rank hold EVV as of Q2 2024.

  • Fortis Group Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2024 after selling out during the quarter.
  • Fortis Group Advisors sold 250 Eaton Vance Limited Duration Income Fund shares in Q2 2024, an estimated $2.44K.
  • Fortis Group Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2023 and held it in 3 quarters.
  • Fortis Group Advisors's Eaton Vance Limited Duration Income Fund position peaked at $4.79K in Q4 2023.
  • 144 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2024.

Based on Fortis Group Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.