GWA
EVV

Genesis Wealth Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$265K Buy
19,642
+2,500
+15% +$35.6K 0.22% 49
2015
Q1 		$247K Buy
17,142
+4,000
+30% +$56.8K 0.2% 56
2014
Q4 		$189K Buy
+13,142
New +$188K 0.15% 73

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
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Genesis Wealth Advisors's EVV Position: Q2 2015 in Review

Genesis Wealth Advisors increased its Eaton Vance Limited Duration Income Fund (EVV) stake by 15% in Q2 2015, buying an estimated $35.6K and bringing the position to 19,642 shares worth $265K. The position accounts for 0.22% of the portfolio, ranked #49.

Genesis Wealth Advisors first reported a position in EVV in Q4 2014 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold EVV as of Q2 2015.

  • Genesis Wealth Advisors held 19,642 shares of Eaton Vance Limited Duration Income Fund worth $265K as of Q2 2015.
  • Genesis Wealth Advisors bought 2,500 Eaton Vance Limited Duration Income Fund shares in Q2 2015, an estimated $35.6K.
  • Eaton Vance Limited Duration Income Fund made up 0.22% of Genesis Wealth Advisors's portfolio in Q2 2015, its #49 holding.
  • Genesis Wealth Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2014 and has held it in 3 quarters since.
  • 127 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.