FSA Wealth Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

FSA Wealth Management’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
2021 Q1	–	Sell	-1,900	Closed	-$24K	–	118
2020 Q4	$24K	Buy	+1,900	New	+$22.9K	0.01%	187
2020 Q3	–	Sell	-900	Closed	-$10K	–	157
2020 Q2	$10K	Buy	+900	New	+$9.8K	0.01%	267

Other funds holding EVV

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RVPG

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

1CP

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

RCM

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

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

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

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

FSA Wealth Management's EVV Position: Q1 2021 in Review

FSA Wealth Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2021, closing a stake of 1,900 shares — an estimated $24K sold.

FSA Wealth Management first reported a position in EVV in Q2 2020 and held it in 2 quarters. The position peaked at $24K in Q4 2020. 145 funds tracked by Wall St. Rank hold EVV as of Q1 2021.

FSA Wealth Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2021 after selling out during the quarter.
FSA Wealth Management sold 1,900 Eaton Vance Limited Duration Income Fund shares in Q1 2021, an estimated $24K.
FSA Wealth Management first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2020 and held it in 2 quarters.
FSA Wealth Management's Eaton Vance Limited Duration Income Fund position peaked at $24K in Q4 2020.
145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2021.

Based on FSA Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.