Gradient Investments’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Gradient Investments’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	-3,575	Closed	-$35.2K	–	1802
2023 Q1	$35.2K	Buy	+3,575	New	+$35.9K	﹤0.01%	557
2018 Q2	–	Sell	-13	Closed	–	–	1029
2018 Q1	$0	Buy	+13	New	+$172	﹤0.01%	1055

Other funds holding EVV

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Gradient Investments's EVV Position: Q2 2023 in Review

Gradient Investments sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2023, closing a stake of 3,575 shares — an estimated $35.2K sold.

Gradient Investments first reported a position in EVV in Q1 2018 and held it in 2 quarters. The position peaked at $35.2K in Q1 2023. 156 funds tracked by Wall St. Rank hold EVV as of Q2 2023.

Gradient Investments reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2023 after selling out during the quarter.
Gradient Investments sold 3,575 Eaton Vance Limited Duration Income Fund shares in Q2 2023, an estimated $35.2K.
Gradient Investments first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2018 and held it in 2 quarters.
Gradient Investments's Eaton Vance Limited Duration Income Fund position peaked at $35.2K in Q1 2023.
156 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2023.

Based on Gradient Investments's 13F filing for Q2 2023, filed 11 Jul 2023.