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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
New York
$1.66T AUM
25.57%
1-Year Est. Return
SIA
Sit Investment Associates
Minneapolis, Minnesota
$4.93B AUM
12.22%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
CPIG
Chicago Partners Investment Group
Chicago, Illinois
$4.47B AUM
19.29%
1-Year Est. Return
CWP
Cyndeo Wealth Partners
St. Petersburg, Florida
$1.9B AUM
24.89%
1-Year Est. Return
AWA
Arete Wealth Advisors
Chicago, Illinois
$1.33B AUM
25.12%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
GC
Guggenheim Capital
Chicago, Illinois
$12.6B AUM
27.3%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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