FIG
EVV

Fusion Investment Group’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Fusion Investment Group’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
2014
Q4 		– Sell
-2,100
Closed -$31K – 136
2014
Q3 		$31K Hold
2,100
– – 0.03% 125
2014
Q2 		$33K Hold
2,100
– – 0.03% 139
2014
Q1 		$32K Buy
+2,100
New +$32.1K 0.03% 141

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fusion Investment Group's EVV Position: Q4 2014 in Review

Fusion Investment Group sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2014, closing a stake of 2,100 shares — an estimated $31K sold.

Fusion Investment Group first reported a position in EVV in Q1 2014 and held it in 3 quarters. The position peaked at $33K in Q2 2014. 122 funds tracked by Wall St. Rank hold EVV as of Q4 2014.

  • Fusion Investment Group reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2014 after selling out during the quarter.
  • Fusion Investment Group sold 2,100 Eaton Vance Limited Duration Income Fund shares in Q4 2014, an estimated $31K.
  • Fusion Investment Group first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2014 and held it in 3 quarters.
  • Fusion Investment Group's Eaton Vance Limited Duration Income Fund position peaked at $33K in Q2 2014.
  • 122 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2014.

Based on Fusion Investment Group's 13F filing for Q4 2014, filed 9 Feb 2015.