HA
EVV

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

Herold 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
2022
Q2 		– Sell
-1,000
Closed -$11.7K – 330
2022
Q1 		$11.7K Buy
+1,000
New +$12.1K ﹤0.01% 582
2021
Q4 		– Sell
-2,000
Closed -$26K – 327
2021
Q3 		$26K Buy
+2,000
New +$26.6K 0.01% 477

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Herold Advisors's EVV Position: Q2 2022 in Review

Herold Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2022, closing a stake of 1,000 shares — an estimated $11.7K sold.

Herold Advisors first reported a position in EVV in Q3 2021 and held it in 2 quarters. The position peaked at $26K in Q3 2021. 150 funds tracked by Wall St. Rank hold EVV as of Q2 2022.

  • Herold Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 1,000 Eaton Vance Limited Duration Income Fund shares in Q2 2022, an estimated $11.7K.
  • Herold Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Eaton Vance Limited Duration Income Fund position peaked at $26K in Q3 2021.
  • 150 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.