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

Howard 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
2023 Q2	–	Sell	-105,410	Closed	-$1.04M	–	104
2023 Q1	$1.04M	Sell	105,410 -4,915	-4%	-$49.4K	0.87%	31
2022 Q4	$1.04M	Sell	110,325 -193,485	-64%	-$1.87M	0.85%	35
2022 Q3	$2.8M	Sell	303,810 -9,208	-3%	-$96.4K	1.98%	13
2022 Q2	$3.23M	Sell	313,018 -10,545	-3%	-$113K	3.42%	8
2022 Q1	$3.79M	Buy	323,563 +29,515	+10%	+$356K	2.06%	11
2021 Q4	$3.85M	Buy	294,048 +19,089	+7%	+$251K	2.03%	13
2021 Q3	$3.62M	Buy	274,959 +15,667	+6%	+$208K	2.03%	12
2021 Q2	$3.44M	Buy	259,292 +20,688	+9%	+$267K	1.89%	12
2021 Q1	$3.01M	Buy	238,604 +34,790	+17%	+$437K	1.76%	14
2020 Q4	$2.55M	Sell	203,814 -28,558	-12%	-$344K	1.59%	15
2020 Q3	$2.63M	Sell	232,372 -19,340	-8%	-$224K	1.87%	15
2020 Q2	$2.84M	Sell	251,712 -15,123	-6%	-$165K	2.32%	12
2020 Q1	$2.82M	Buy	266,835 +60,963	+30%	+$755K	2.96%	10
2019 Q4	$2.73M	Buy	+205,872	New	+$2.64M	2.28%	11

Other funds holding EVV

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Howard Wealth Management's EVV Position: Q2 2023 in Review

Howard Wealth Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2023, closing a stake of 105,410 shares — an estimated $1.04M sold.

Howard Wealth Management first reported a position in EVV in Q4 2019 and held it in 14 quarters. The position peaked at $3.85M in Q4 2021. 156 funds tracked by Wall St. Rank hold EVV as of Q2 2023.

Howard Wealth Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2023 after selling out during the quarter.
Howard Wealth Management sold 105,410 Eaton Vance Limited Duration Income Fund shares in Q2 2023, an estimated $1.04M.
Howard Wealth Management first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2019 and held it in 14 quarters.
Howard Wealth Management's Eaton Vance Limited Duration Income Fund position peaked at $3.85M in Q4 2021.
156 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2023.

Based on Howard Wealth Management's 13F filing for Q2 2023, filed 1 Aug 2023.