Index Management Solutions’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Index Management Solutions’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 Q1	–	Sell	-138,478	Closed	-$1.96M	–	802
2014 Q4	$1.96M	Buy	138,478 +24,459	+21%	+$350K	0.27%	102
2014 Q3	$1.66M	Buy	114,019 +17,902	+19%	+$270K	0.19%	103
2014 Q2	$1.5M	Buy	96,117 +46,918	+95%	+$724K	0.18%	107
2014 Q1	$750K	Buy	49,199 +32,845	+201%	+$502K	0.12%	195
2013 Q4	$250K	Buy	16,354 +11,843	+263%	+$178K	0.06%	127
2013 Q3	$71K	Buy	+4,511	New	+$68.3K	0.02%	296

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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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 $2.1B AUM 2.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PPA

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

AAM

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

Index Management Solutions's EVV Position: Q1 2015 in Review

Index Management Solutions sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2015, closing a stake of 138,478 shares — an estimated $1.96M sold.

Index Management Solutions first reported a position in EVV in Q3 2013 and held it in 6 quarters. The position peaked at $1.96M in Q4 2014. 127 funds tracked by Wall St. Rank hold EVV as of Q1 2015.

Index Management Solutions reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2015 after selling out during the quarter.
Index Management Solutions sold 138,478 Eaton Vance Limited Duration Income Fund shares in Q1 2015, an estimated $1.96M.
Index Management Solutions first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2013 and held it in 6 quarters.
Index Management Solutions's Eaton Vance Limited Duration Income Fund position peaked at $1.96M in Q4 2014.
127 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2015.

Based on Index Management Solutions's 13F filing for Q1 2015, filed 15 May 2015.