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	–	334
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 $1.89T 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

PPA

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Intellectus Partners's EVV Position: Q2 2019 in Review

Intellectus Partners sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2019, closing a stake of 2,487 shares — an estimated $31K sold.

Intellectus Partners first reported a position in EVV in Q4 2016 and held it in 9 quarters. The position peaked at $32K in Q3 2017. 150 funds tracked by Wall St. Rank hold EVV as of Q2 2019.

Intellectus Partners reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2019 after selling out during the quarter.
Intellectus Partners sold 2,487 Eaton Vance Limited Duration Income Fund shares in Q2 2019, an estimated $31K.
Intellectus Partners first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2016 and held it in 9 quarters.
Intellectus Partners's Eaton Vance Limited Duration Income Fund position peaked at $32K in Q3 2017.
150 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2019.

Based on Intellectus Partners's 13F filing for Q2 2019, filed 8 Aug 2019.