Intellectus Partners’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Intellectus Partners’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
2019 Q2	–	Sell	-2,487	Closed	-$31K	–	253
2019 Q1	$31K	Buy	+2,487	New	+$31K	0.01%	284
2018 Q4	–	Sell	-2,407	Closed	-$31K	–	340
2018 Q3	$31K	Buy	2,407 +38	+2%	+$482	0.01%	390
2018 Q2	$30K	Buy	2,369 +39	+2%	+$500	0.01%	390
2018 Q1	$30K	Buy	2,330 +42	+2%	+$557	0.01%	388
2017 Q4	$31K	Buy	2,288 +40	+2%	+$550	0.01%	388
2017 Q3	$32K	Buy	2,248 +38	+2%	+$532	0.01%	466
2017 Q2	$31K	Buy	2,210 +38	+2%	+$530	0.01%	448
2017 Q1	$30K	Buy	2,172 +40	+2%	+$559	0.02%	405
2016 Q4	$29K	Buy	+2,132	New	+$28.6K	0.02%	400

Other funds holding EVV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return