GWS
EVV

Glassman Wealth Services’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Glassman Wealth 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
2017
Q1 		– Sell
-4,000
Closed -$55K – 608
2016
Q4 		$55K Hold
4,000
– – 0.04% 170
2016
Q3 		$55K Buy
+4,000
New +$54.6K 0.05% 136

Other funds holding EVV

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RCM
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SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Glassman Wealth Services's EVV Position: Q1 2017 in Review

Glassman Wealth Services sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2017, closing a stake of 4,000 shares — an estimated $55K sold.

Glassman Wealth Services first reported a position in EVV in Q3 2016 and held it in 2 quarters. The position peaked at $55K in Q4 2016. 130 funds tracked by Wall St. Rank hold EVV as of Q1 2017.

  • Glassman Wealth Services reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2017 after selling out during the quarter.
  • Glassman Wealth Services sold 4,000 Eaton Vance Limited Duration Income Fund shares in Q1 2017, an estimated $55K.
  • Glassman Wealth Services first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2016 and held it in 2 quarters.
  • Glassman Wealth Services's Eaton Vance Limited Duration Income Fund position peaked at $55K in Q4 2016.
  • 130 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2017.

Based on Glassman Wealth Services's 13F filing for Q1 2017, filed 11 May 2017.