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GWM
EVV
Greenwich Wealth Management’s
Eaton Vance Limited Duration Income Fund
EVV
Stock Holding History
Greenwich Wealth Management’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
2018
Q3
–
Sell
-45,295
Closed
-$570K
–
190
2018
Q2
$570K
Buy
45,295
+4,650
+11%
+$59.7K
0.1%
110
2018
Q1
$529K
Hold
40,645
–
–
0.08%
111
2017
Q4
$555K
Sell
40,645
-2,054
-5%
-$28.2K
0.09%
111
2017
Q3
$599K
Buy
42,699
+4,000
+10%
+$56K
0.1%
104
2017
Q2
$546K
Sell
38,699
-50
-0.1%
-$698
0.09%
108
2017
Q1
$536K
Sell
38,749
-2,792
-7%
-$39K
0.07%
104
2016
Q4
$570K
Buy
41,541
+392
+1%
+$5.25K
0.07%
122
2016
Q3
$564K
Sell
41,149
-245
-0.6%
-$3.35K
0.1%
122
2016
Q2
$556K
Sell
41,394
-1,730
-4%
-$22.9K
0.13%
115
2016
Q1
$568K
Sell
43,124
-3,634
-8%
-$45.3K
0.15%
114
2015
Q4
$597K
Sell
46,758
-7,200
-13%
-$92.3K
0.15%
97
2015
Q3
$684K
Hold
53,958
–
–
0.17%
111
2015
Q2
$727K
Hold
53,958
–
–
0.09%
119
2015
Q1
$776K
Sell
53,958
-100
-0.2%
-$1.42K
0.09%
115
2014
Q4
$763K
Sell
54,058
-4,410
-8%
-$63.1K
0.05%
115
2014
Q3
$852K
Sell
58,468
-25
-0%
-$377
0.06%
112
2014
Q2
$911K
Hold
58,493
–
–
0.06%
104
2014
Q1
$892K
Sell
58,493
-2,030
-3%
-$31K
0.06%
104
2013
Q4
$926K
Buy
60,523
+11,433
+23%
+$172K
0.09%
104
2013
Q3
$768K
Buy
+49,090
New
+$743K
0.06%
101
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25.57%
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1-Year Est. Return
SIA
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$4.93B AUM
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1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
RCM
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West Palm Beach, Florida
$2B AUM
0.66%
1-Year Est. Return
Ameriprise
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$431B AUM
30.22%
1-Year Est. Return
RVPG
Relative Value Partners Group
$772M AUM
15.6%
1-Year Est. Return
Invesco
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$653B AUM
32.41%
1-Year Est. Return
1CP
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Richmond, Virginia
$1.39B AUM
8.35%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
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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