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Independent Advisor Alliance’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-136,986
Closed -$1.81M – 523
2019
Q4 		$1.81M Buy
+136,986
New +$1.76M 0.08% 258
2017
Q2 		– Sell
-10,491
Closed -$146K – 272
2017
Q1 		$146K Buy
+10,491
New +$147K 0.02% 388

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Independent Advisor Alliance's EVV Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2020, closing a stake of 136,986 shares — an estimated $1.81M sold.

Independent Advisor Alliance first reported a position in EVV in Q1 2017 and held it in 2 quarters. The position peaked at $1.81M in Q4 2019. 141 funds tracked by Wall St. Rank hold EVV as of Q1 2020.

  • Independent Advisor Alliance reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 136,986 Eaton Vance Limited Duration Income Fund shares in Q1 2020, an estimated $1.81M.
  • Independent Advisor Alliance first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2017 and held it in 2 quarters.
  • Independent Advisor Alliance's Eaton Vance Limited Duration Income Fund position peaked at $1.81M in Q4 2019.
  • 141 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.