HF
EVV

HRT Financial’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

HRT Financial’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
2026
Q1 		– Sell
-30,108
Closed -$298K – 4125
2025
Q4 		$298K Buy
+30,108
New +$302K ﹤0.01% 2386
2025
Q2 		– Sell
-14,966
Closed -$149K – 2910
2025
Q1 		$149K Sell
14,966
-5,119
-25% -$51.8K ﹤0.01% 2087
2024
Q4 		$196K Buy
+20,085
New +$205K ﹤0.01% 1943
2024
Q3 		– Sell
-14,955
Closed -$145K – 2653
2024
Q2 		$145K Buy
+14,955
New +$145K ﹤0.01% 1713
2023
Q2 		– Sell
-48,943
Closed -$482K – 2696
2023
Q1 		$482K Buy
+48,943
New +$492K 0.01% 1417
2021
Q4 		– Sell
-24,235
Closed -$319K – 3438
2021
Q3 		$319K Buy
+24,235
New +$322K ﹤0.01% 2361
2020
Q3 		– Sell
-31,263
Closed -$352K – 2037
2020
Q2 		$352K Buy
+31,263
New +$341K 0.01% 919

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 $431B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return