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

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Greenwich Wealth Management's EVV Position: Q3 2018 in Review

Greenwich Wealth Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2018, closing a stake of 45,295 shares — an estimated $570K sold.

Greenwich Wealth Management first reported a position in EVV in Q3 2013 and held it in 20 quarters. The position peaked at $926K in Q4 2013. 154 funds tracked by Wall St. Rank hold EVV as of Q3 2018.

  • Greenwich Wealth Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2018 after selling out during the quarter.
  • Greenwich Wealth Management sold 45,295 Eaton Vance Limited Duration Income Fund shares in Q3 2018, an estimated $570K.
  • Greenwich Wealth Management first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2013 and held it in 20 quarters.
  • Greenwich Wealth Management's Eaton Vance Limited Duration Income Fund position peaked at $926K in Q4 2013.
  • 154 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2018.

Based on Greenwich Wealth Management's 13F filing for Q3 2018, filed 7 Nov 2018.