GGI
EVV

Godsey & Gibb Inc’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Godsey & Gibb 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
2023
Q3 		– Sell
-600
Closed -$5.62K – 344
2023
Q2 		$5.62K Hold
600
– – ﹤0.01% 300
2023
Q1 		$5.91K Hold
600
– – ﹤0.01% 271
2022
Q4 		$5.63K Buy
+600
New +$5.8K ﹤0.01% 230

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Ameriprise
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UBS Group
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CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
CWP
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LPL Financial
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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Godsey & Gibb Inc's EVV Position: Q3 2023 in Review

Godsey & Gibb Inc sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2023, closing a stake of 600 shares — an estimated $5.62K sold.

Godsey & Gibb Inc first reported a position in EVV in Q4 2022 and held it in 3 quarters. The position peaked at $5.91K in Q1 2023. 154 funds tracked by Wall St. Rank hold EVV as of Q3 2023.

  • Godsey & Gibb Inc reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2023 after selling out during the quarter.
  • Godsey & Gibb Inc sold 600 Eaton Vance Limited Duration Income Fund shares in Q3 2023, an estimated $5.62K.
  • Godsey & Gibb Inc first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2022 and held it in 3 quarters.
  • Godsey & Gibb Inc's Eaton Vance Limited Duration Income Fund position peaked at $5.91K in Q1 2023.
  • 154 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2023.

Based on Godsey & Gibb Inc's 13F filing for Q3 2023, filed 25 Oct 2023.