BPI
EVV icon

BFC Planning, Inc.’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

BFC Planning, Inc.’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
2026
Q3 		$16.1K Sell
1,904
-780
-29% -$7.06K ﹤0.01% 2155
2026
Q2 		$25.2K Buy
2,684
+29
+1% +$271 ﹤0.01% 1902
2026
Q1 		$25.1K Buy
2,655
+28
+1% +$273 ﹤0.01% 1613
2025
Q4 		$26K Buy
2,627
+28
+1% +$281 ﹤0.01% 1627
2025
Q3 		$26.4K Buy
2,599
+26
+1% +$265 ﹤0.01% 1441
2025
Q2 		$26.4K Buy
2,573
+26
+1% +$257 ﹤0.01% 1387
2025
Q1 		$25.4K Buy
2,547
+25
+1% +$253 ﹤0.01% 1370
2024
Q4 		$24.6K Buy
2,522
+26
+1% +$266 ﹤0.01% 1378
2024
Q3 		$26.2K Buy
+2,496
New +$25.1K ﹤0.01% 1344

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

BFC Planning, Inc.'s EVV Position: Q3 2026 in Review

BFC Planning, Inc. reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 29% in Q3 2026, selling an estimated $7.06K and leaving 1,904 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2155.

BFC Planning, Inc. first reported a position in EVV in Q3 2024 and has held it in 9 quarters since. The position peaked at $26.4K in Q2 2025. 116 funds tracked by Wall St. Rank hold EVV as of Q3 2026.

  • BFC Planning, Inc. held 1,904 shares of Eaton Vance Limited Duration Income Fund worth $16.1K as of Q3 2026.
  • BFC Planning, Inc. sold 780 Eaton Vance Limited Duration Income Fund shares in Q3 2026, an estimated $7.06K.
  • Eaton Vance Limited Duration Income Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #2155 holding.
  • BFC Planning, Inc. first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2024 and has held it in 9 quarters since.
  • BFC Planning, Inc.'s Eaton Vance Limited Duration Income Fund position peaked at $26.4K in Q2 2025.
  • 116 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.