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Fountainhead AM’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Fountainhead AM’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
2025
Q4 		– Sell
-37,564
Closed -$381K – 189
2025
Q3 		$381K Buy
37,564
+674
+2% +$6.87K 0.05% 140
2025
Q2 		$378K Buy
36,890
+218
+0.6% +$2.16K 0.05% 136
2025
Q1 		$366K Buy
36,672
+13,220
+56% +$134K 0.06% 119
2024
Q4 		$229K Buy
+23,452
New +$240K 0.04% 149

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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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fountainhead AM's EVV Position: Q4 2025 in Review

Fountainhead AM sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2025, closing a stake of 37,564 shares — an estimated $381K sold.

Fountainhead AM first reported a position in EVV in Q4 2024 and held it in 4 quarters. The position peaked at $381K in Q3 2025. 146 funds tracked by Wall St. Rank hold EVV as of Q4 2025.

  • Fountainhead AM reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2025 after selling out during the quarter.
  • Fountainhead AM sold 37,564 Eaton Vance Limited Duration Income Fund shares in Q4 2025, an estimated $381K.
  • Fountainhead AM first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2024 and held it in 4 quarters.
  • Fountainhead AM's Eaton Vance Limited Duration Income Fund position peaked at $381K in Q3 2025.
  • 146 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2025.

Based on Fountainhead AM's 13F filing for Q4 2025, filed 18 Feb 2026.