HCM
EVV

Highlander Capital Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Highlander Capital 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
2024
Q1 		$4.88K Hold
500
– – ﹤0.01% 787
2023
Q4 		$4.79K Hold
500
– – ﹤0.01% 814
2023
Q3 		$5K Buy
+500
New +$4.65K ﹤0.01% 762

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Highlander Capital Management's EVV Position: Q1 2024 in Review

Highlander Capital Management held its Eaton Vance Limited Duration Income Fund (EVV) position steady in Q1 2024 at 500 shares worth $4.88K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Highlander Capital Management first reported a position in EVV in Q3 2023 and has held it in 3 quarters since. The position peaked at $5K in Q3 2023. 153 funds tracked by Wall St. Rank hold EVV as of Q1 2024.

  • Highlander Capital Management held 500 shares of Eaton Vance Limited Duration Income Fund worth $4.88K as of Q1 2024.
  • Highlander Capital Management left its Eaton Vance Limited Duration Income Fund share count unchanged in Q1 2024.
  • Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Highlander Capital Management's portfolio in Q1 2024, its #787 holding.
  • Highlander Capital Management first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2023 and has held it in 3 quarters since.
  • Highlander Capital Management's Eaton Vance Limited Duration Income Fund position peaked at $5K in Q3 2023.
  • 153 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2024.

Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.