FF
EVV

FourThought Financial’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

FourThought Financial’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
Q1 		– Sell
-925
Closed -$12K – 1494
2021
Q4 		$12K Hold
925
– – ﹤0.01% 1040
2021
Q3 		$12K Hold
925
– – ﹤0.01% 1067
2021
Q2 		$12K Hold
925
– – ﹤0.01% 1063
2021
Q1 		$11K Sell
925
-925
-50% -$11.6K ﹤0.01% 1035
2020
Q4 		$23K Buy
+1,850
New +$22.3K ﹤0.01% 842

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

FourThought Financial's EVV Position: Q1 2022 in Review

FourThought Financial sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2022, closing a stake of 925 shares — an estimated $12K sold.

FourThought Financial first reported a position in EVV in Q4 2020 and held it in 5 quarters. The position peaked at $23K in Q4 2020. 155 funds tracked by Wall St. Rank hold EVV as of Q1 2022.

  • FourThought Financial reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2022 after selling out during the quarter.
  • FourThought Financial sold 925 Eaton Vance Limited Duration Income Fund shares in Q1 2022, an estimated $12K.
  • FourThought Financial first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2020 and held it in 5 quarters.
  • FourThought Financial's Eaton Vance Limited Duration Income Fund position peaked at $23K in Q4 2020.
  • 155 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2022.

Based on FourThought Financial's 13F filing for Q1 2022, filed 29 Apr 2022.