GC
EVV

Grimes & Company’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Grimes & Company’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
2017
Q3 		– Sell
-17,872
Closed -$252K – 206
2017
Q2 		$252K Buy
+17,872
New +$249K 0.03% 175

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Grimes & Company's EVV Position: Q3 2017 in Review

Grimes & Company sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2017, closing a stake of 17,872 shares — an estimated $252K sold.

Grimes & Company first reported a position in EVV in Q2 2017 and held it in 1 quarter. The position peaked at $252K in Q2 2017. 123 funds tracked by Wall St. Rank hold EVV as of Q3 2017.

  • Grimes & Company reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2017 after selling out during the quarter.
  • Grimes & Company sold 17,872 Eaton Vance Limited Duration Income Fund shares in Q3 2017, an estimated $252K.
  • Grimes & Company first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2017 and held it in 1 quarter.
  • Grimes & Company's Eaton Vance Limited Duration Income Fund position peaked at $252K in Q2 2017.
  • 123 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2017.

Based on Grimes & Company's 13F filing for Q3 2017, filed 3 Nov 2017.