Gupta Wealth Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Gupta 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
2016 Q1	$243K	Sell	18,413 -2,000	-10%	-$24.9K	0.06%	218
2015 Q4	$260K	Hold	20,413	–	–	0.07%	208
2015 Q3	$259K	Sell	20,413 -1,620	-7%	-$21.6K	0.06%	213
2015 Q2	$297K	Buy	22,033 +1,620	+8%	+$23K	0.07%	203
2015 Q1	$294K	Buy	+20,413	New	+$290K	0.09%	176

Other funds holding EVV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gupta Wealth Management's EVV Position: Q1 2016 in Review

Gupta Wealth Management reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 9.8% in Q1 2016, selling an estimated $24.9K and leaving 18,413 shares worth $243K. The position accounts for 0.06% of the portfolio, ranked #218.

Gupta Wealth Management first reported a position in EVV in Q1 2015 and has held it in 5 quarters since. The position peaked at $297K in Q2 2015. 125 funds tracked by Wall St. Rank hold EVV as of Q1 2016.

Gupta Wealth Management held 18,413 shares of Eaton Vance Limited Duration Income Fund worth $243K as of Q1 2016.
Gupta Wealth Management sold 2,000 Eaton Vance Limited Duration Income Fund shares in Q1 2016, an estimated $24.9K.
Eaton Vance Limited Duration Income Fund made up 0.06% of Gupta Wealth Management's portfolio in Q1 2016, its #218 holding.
Gupta Wealth Management first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Eaton Vance Limited Duration Income Fund position peaked at $297K in Q2 2015.
125 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.