FCMT
EVV

Founders Capital Management (Texas)’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Founders Capital Management (Texas)’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
2019
Q3 		– Sell
-2,800
Closed -$35K – 323
2019
Q2 		$35K Hold
2,800
– – 0.03% 138
2019
Q1 		$35K Hold
2,800
– – 0.03% 142
2018
Q4 		$33K Hold
2,800
– – 0.04% 133
2018
Q3 		$36K Hold
2,800
– – 0.03% 136
2018
Q2 		$35K Hold
2,800
– – 0.03% 139
2018
Q1 		$36K Sell
2,800
-1,050
-27% -$13.9K 0.03% 159
2017
Q4 		$53K Hold
3,850
– – 0.04% 133
2017
Q3 		$54K Hold
3,850
– – 0.04% 133
2017
Q2 		$54K Hold
3,850
– – 0.05% 131
2017
Q1 		$53K Buy
+3,850
New +$53.8K 0.05% 131

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Founders Capital Management (Texas)'s EVV Position: Q3 2019 in Review

Founders Capital Management (Texas) sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2019, closing a stake of 2,800 shares — an estimated $35K sold.

Founders Capital Management (Texas) first reported a position in EVV in Q1 2017 and held it in 10 quarters. The position peaked at $54K in Q3 2017. 144 funds tracked by Wall St. Rank hold EVV as of Q3 2019.

  • Founders Capital Management (Texas) reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2019 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 2,800 Eaton Vance Limited Duration Income Fund shares in Q3 2019, an estimated $35K.
  • Founders Capital Management (Texas) first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2017 and held it in 10 quarters.
  • Founders Capital Management (Texas)'s Eaton Vance Limited Duration Income Fund position peaked at $54K in Q3 2017.
  • 144 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2019.

Based on Founders Capital Management (Texas)'s 13F filing for Q3 2019, filed 10 Oct 2019.