HBW
EVV

Hazlett, Burt & Watson’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Hazlett, Burt & Watson’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
2025
Q1 		– Sell
-356
Closed -$3K – 800
2024
Q4 		$3K Buy
+356
New +$3.64K ﹤0.01% 660

Other funds holding EVV

Morgan Stanley
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Hazlett, Burt & Watson's EVV Position: Q1 2025 in Review

Hazlett, Burt & Watson sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2025, closing a stake of 356 shares — an estimated $3K sold.

Hazlett, Burt & Watson first reported a position in EVV in Q4 2024 and held it in 1 quarter. The position peaked at $3K in Q4 2024. 151 funds tracked by Wall St. Rank hold EVV as of Q1 2025.

  • Hazlett, Burt & Watson reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2025 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 356 Eaton Vance Limited Duration Income Fund shares in Q1 2025, an estimated $3K.
  • Hazlett, Burt & Watson first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2024 and held it in 1 quarter.
  • Hazlett, Burt & Watson's Eaton Vance Limited Duration Income Fund position peaked at $3K in Q4 2024.
  • 151 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2025.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2025, filed 5 May 2025.