Gary Goldberg Planning Services’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Gary Goldberg Planning Services’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	$14K	Hold	1,000	–	–	0.01%	324
2014 Q3	$15K	Hold	1,000	–	–	0.01%	333
2014 Q2	$16K	Hold	1,000	–	–	0.01%	310
2014 Q1	$15K	Buy	+1,000	New	+$15.3K	0.01%	293

Other funds holding EVV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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 $2B AUM 0.66% 1-Year Est. Return

PPA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gary Goldberg Planning Services's EVV Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Eaton Vance Limited Duration Income Fund (EVV) position steady in Q4 2014 at 1,000 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #324.

Gary Goldberg Planning Services first reported a position in EVV in Q1 2014 and has held it in 4 quarters since. The position peaked at $16K in Q2 2014. 122 funds tracked by Wall St. Rank hold EVV as of Q4 2014.

Gary Goldberg Planning Services held 1,000 shares of Eaton Vance Limited Duration Income Fund worth $14K as of Q4 2014.
Gary Goldberg Planning Services left its Eaton Vance Limited Duration Income Fund share count unchanged in Q4 2014.
Eaton Vance Limited Duration Income Fund made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #324 holding.
Gary Goldberg Planning Services first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2014 and has held it in 4 quarters since.
Gary Goldberg Planning Services's Eaton Vance Limited Duration Income Fund position peaked at $16K in Q2 2014.
122 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.