Independence Trust’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Independence Trust’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
2015 Q4	–	Sell	-24,094	Closed	-$306K	–	79
2015 Q3	$306K	Sell	24,094 -32,573	-57%	-$434K	0.31%	63
2015 Q2	$763K	Buy	56,667 +14,602	+35%	+$208K	0.51%	37
2015 Q1	$605K	Sell	42,065 -3,376	-7%	-$47.9K	0.38%	50
2014 Q4	$642K	Buy	+45,441	New	+$650K	0.39%	51

Other funds holding EVV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Independence Trust's EVV Position: Q4 2015 in Review

Independence Trust sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2015, closing a stake of 24,094 shares — an estimated $306K sold.

Independence Trust first reported a position in EVV in Q4 2014 and held it in 4 quarters. The position peaked at $763K in Q2 2015. 139 funds tracked by Wall St. Rank hold EVV as of Q4 2015.

Independence Trust reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2015 after selling out during the quarter.
Independence Trust sold 24,094 Eaton Vance Limited Duration Income Fund shares in Q4 2015, an estimated $306K.
Independence Trust first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2014 and held it in 4 quarters.
Independence Trust's Eaton Vance Limited Duration Income Fund position peaked at $763K in Q2 2015.
139 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2015.

Based on Independence Trust's 13F filing for Q4 2015, filed 29 Jan 2016.