Franklin Resources’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Franklin Resources’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
2018 Q3	–	Sell	-60,000	Closed	-$755K	–	1525
2018 Q2	$755K	Buy	+60,000	New	+$770K	﹤0.01%	1294
2016 Q1	–	Sell	-42,987	Closed	-$549K	–	1525
2015 Q4	$549K	Sell	42,987 -20,000	-32%	-$256K	﹤0.01%	1439
2015 Q3	$799K	Buy	62,987 +3,125	+5%	+$41.6K	﹤0.01%	1396
2015 Q2	$806K	Buy	+59,862	New	+$852K	﹤0.01%	1420
2015 Q1	–	Sell	-18,500	Closed	-$261K	–	1594
2014 Q4	$261K	Buy	+18,500	New	+$265K	﹤0.01%	1519
2014 Q2	–	Sell	-23,250	Closed	-$355K	–	1562
2014 Q1	$355K	Hold	23,250	–	–	﹤0.01%	1449
2013 Q4	$356K	Sell	23,250 -44,000	-65%	-$663K	﹤0.01%	1426
2013 Q3	$1.05M	Buy	+67,250	New	+$1.02M	﹤0.01%	1291

Other funds holding EVV

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources's EVV Position: Q3 2018 in Review

Franklin Resources sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2018, closing a stake of 60,000 shares — an estimated $755K sold.

Franklin Resources first reported a position in EVV in Q3 2013 and held it in 8 quarters. The position peaked at $1.05M in Q3 2013. 154 funds tracked by Wall St. Rank hold EVV as of Q3 2018.

Franklin Resources reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2018 after selling out during the quarter.
Franklin Resources sold 60,000 Eaton Vance Limited Duration Income Fund shares in Q3 2018, an estimated $755K.
Franklin Resources first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2013 and held it in 8 quarters.
Franklin Resources's Eaton Vance Limited Duration Income Fund position peaked at $1.05M in Q3 2013.
154 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2018.

Based on Franklin Resources's 13F filing for Q3 2018, filed 13 Nov 2018.