Girard Partners’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Girard Partners’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
2016 Q3	–	Sell	-45,177	Closed	-$607K	–	204
2016 Q2	$607K	Sell	45,177 -241	-0.5%	-$3.19K	0.23%	109
2016 Q1	$599K	Hold	45,418	–	–	0.26%	101
2015 Q4	$580K	Sell	45,418 -6,000	-12%	-$76.9K	0.28%	96
2015 Q3	$652K	Buy	+51,418	New	+$685K	0.37%	81

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

RVPG

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

SIA

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

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

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

AAM

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

Girard Partners's EVV Position: Q3 2016 in Review

Girard Partners sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2016, closing a stake of 45,177 shares — an estimated $607K sold.

Girard Partners first reported a position in EVV in Q3 2015 and held it in 4 quarters. The position peaked at $652K in Q3 2015. 126 funds tracked by Wall St. Rank hold EVV as of Q3 2016.

Girard Partners reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2016 after selling out during the quarter.
Girard Partners sold 45,177 Eaton Vance Limited Duration Income Fund shares in Q3 2016, an estimated $607K.
Girard Partners first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2015 and held it in 4 quarters.
Girard Partners's Eaton Vance Limited Duration Income Fund position peaked at $652K in Q3 2015.
126 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2016.

Based on Girard Partners's 13F filing for Q3 2016, filed 4 Nov 2016.