GA
EVV

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 0.1% 96

Other funds holding EVV

Morgan Stanley
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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return