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

Greytown 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 Q3	–	Sell	-11,011	Closed	-$133K	–	86
2023 Q2	$133K	Hold	11,011	–	–	0.07%	85
2023 Q1	$140K	Hold	11,011	–	–	0.07%	92
2022 Q4	$133K	Sell	11,011 -9,000	-45%	-$87K	0.07%	94
2022 Q3	$213K	Hold	20,011	–	–	0.13%	85
2022 Q2	$239K	Hold	20,011	–	–	0.14%	85
2022 Q1	$271K	Hold	20,011	–	–	0.13%	91
2021 Q4	$304K	Buy	20,011 +8,808	+79%	+$116K	0.13%	93
2021 Q3	$189K	Hold	11,203	–	–	0.08%	107
2021 Q2	$191K	Hold	11,203	–	–	0.09%	101
2021 Q1	$181K	Buy	+11,203	New	+$141K	0.09%	96

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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Greytown Advisors's EVV Position: Q3 2023 in Review

Greytown Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2023, closing a stake of 11,011 shares — an estimated $133K sold.

Greytown Advisors first reported a position in EVV in Q1 2021 and held it in 10 quarters. The position peaked at $304K in Q4 2021. 154 funds tracked by Wall St. Rank hold EVV as of Q3 2023.

Greytown Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2023 after selling out during the quarter.
Greytown Advisors sold 11,011 Eaton Vance Limited Duration Income Fund shares in Q3 2023, an estimated $133K.
Greytown Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2021 and held it in 10 quarters.
Greytown Advisors's Eaton Vance Limited Duration Income Fund position peaked at $304K in Q4 2021.
154 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2023.

Based on Greytown Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.