GLA
EVV

Good Life Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Good Life 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
2023
Q2 		– Sell
-11,092
Closed -$109K – 417
2023
Q1 		$109K Buy
11,092
+51
+0.5% +$512 0.01% 383
2022
Q4 		$104K Sell
11,041
-409
-4% -$3.95K 0.01% 352
2022
Q3 		$105K Buy
11,450
+59
+0.5% +$618 0.02% 333
2022
Q2 		$118K Buy
11,391
+56
+0.5% +$600 0.02% 343
2022
Q1 		$133K Buy
11,335
+48
+0.4% +$579 0.02% 379
2021
Q4 		$148K Buy
11,287
+29
+0.3% +$382 0.02% 381
2021
Q3 		$148K Buy
11,258
+42
+0.4% +$558 0.02% 360
2021
Q2 		$149K Buy
11,216
+42
+0.4% +$541 0.03% 308
2021
Q1 		$142K Sell
11,174
-1,904
-15% -$23.9K 0.03% 306
2020
Q4 		$165K Buy
13,078
+65
+0.5% +$783 0.04% 261
2020
Q3 		$146K Buy
13,013
+34
+0.3% +$393 0.04% 237
2020
Q2 		$145K Sell
12,979
-830
-6% -$9.04K 0.04% 236
2020
Q1 		$146K Buy
13,809
+83
+0.6% +$1.03K 0.05% 198
2019
Q4 		$179K Sell
13,726
-2,306
-14% -$29.6K 0.05% 248
2019
Q3 		$201K Sell
16,032
-338
-2% -$4.25K 0.06% 242
2019
Q2 		$208K Buy
16,370
+59
+0.4% +$746 0.06% 233
2019
Q1 		$207K Buy
16,311
+838
+5% +$10.4K 0.06% 224
2018
Q4 		$184K Sell
15,473
-1,736
-10% -$21.2K 0.06% 225
2018
Q3 		$218K Buy
17,209
+3,939
+30% +$49.9K 0.06% 224
2018
Q2 		$167K Buy
+13,270
New +$170K 0.05% 225

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Good Life Advisors's EVV Position: Q2 2023 in Review

Good Life Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2023, closing a stake of 11,092 shares — an estimated $109K sold.

Good Life Advisors first reported a position in EVV in Q2 2018 and held it in 20 quarters. The position peaked at $218K in Q3 2018. 156 funds tracked by Wall St. Rank hold EVV as of Q2 2023.

  • Good Life Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2023 after selling out during the quarter.
  • Good Life Advisors sold 11,092 Eaton Vance Limited Duration Income Fund shares in Q2 2023, an estimated $109K.
  • Good Life Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2018 and held it in 20 quarters.
  • Good Life Advisors's Eaton Vance Limited Duration Income Fund position peaked at $218K in Q3 2018.
  • 156 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2023.

Based on Good Life Advisors's 13F filing for Q2 2023, filed 11 Jul 2023.