I2I
EVV

Insight 2811 Inc’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Insight 2811 Inc’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
2013
Q4 		– Sell
-35,395
Closed -$554K – 93
2013
Q3 		$554K Hold
35,395
– – 0.28% 70
2013
Q2 		$565K Buy
+35,395
New +$597K 0.31% 72

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U
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PPA
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SCM
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RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Insight 2811 Inc's EVV Position: Q4 2013 in Review

Insight 2811 Inc sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2013, closing a stake of 35,395 shares — an estimated $554K sold.

Insight 2811 Inc first reported a position in EVV in Q2 2013 and held it in 2 quarters. The position peaked at $565K in Q2 2013. 103 funds tracked by Wall St. Rank hold EVV as of Q4 2013.

  • Insight 2811 Inc reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2013 after selling out during the quarter.
  • Insight 2811 Inc sold 35,395 Eaton Vance Limited Duration Income Fund shares in Q4 2013, an estimated $554K.
  • Insight 2811 Inc first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2013 and held it in 2 quarters.
  • Insight 2811 Inc's Eaton Vance Limited Duration Income Fund position peaked at $565K in Q2 2013.
  • 103 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2013.

Based on Insight 2811 Inc's 13F filing for Q4 2013, filed 4 Feb 2014.