IAS
EVV

IMA Advisory Services’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

IMA Advisory Services’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
2014
Q4 		– Sell
-116,265
Closed -$1.7M – 149
2014
Q3 		$1.7M Buy
116,265
+9,980
+9% +$151K 0.8% 41
2014
Q2 		$1.66M Sell
106,285
-19,850
-16% -$306K 0.76% 42
2014
Q1 		$1.92M Buy
126,135
+320
+0.3% +$4.89K 0.9% 40
2013
Q4 		$1.93M Sell
125,815
-1,960
-2% -$29.5K 0.92% 36
2013
Q3 		$2M Sell
127,775
-4,030
-3% -$61K 0.98% 32
2013
Q2 		$2.1M Buy
+131,805
New +$2.22M 1.14% 20

Other funds holding EVV

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return