Integrated Wealth Management (Palm Desert)’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-500	Closed	-$7K	–	463
2016 Q3	$7K	Hold	500	–	–	﹤0.01%	832
2016 Q2	$7K	Hold	500	–	–	﹤0.01%	842
2016 Q1	$7K	Sell	500 -2,096	-81%	-$26.1K	﹤0.01%	781
2015 Q4	$33K	Hold	2,596	–	–	0.01%	470
2015 Q3	$33K	Hold	2,596	–	–	0.01%	462
2015 Q2	$35K	Hold	2,596	–	–	0.01%	462
2015 Q1	$37K	Buy	+2,596	New	+$36.9K	0.02%	440

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

SIA

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

RVPG

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

AAM

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

Integrated Wealth Management (Palm Desert)'s EVV Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2016, closing a stake of 500 shares — an estimated $7K sold.

Integrated Wealth Management (Palm Desert) first reported a position in EVV in Q1 2015 and held it in 7 quarters. The position peaked at $37K in Q1 2015. 128 funds tracked by Wall St. Rank hold EVV as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 500 Eaton Vance Limited Duration Income Fund shares in Q4 2016, an estimated $7K.
Integrated Wealth Management (Palm Desert) first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Eaton Vance Limited Duration Income Fund position peaked at $37K in Q1 2015.
128 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.