IAIM
EVV

International Assets Investment Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

International Assets Investment Management’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
2024
Q4 		– Sell
-16,711
Closed -$1.59K – 1136
2024
Q3 		$1.59K Sell
16,711
-60,982
-78% -$613K ﹤0.01% 977
2024
Q2 		$757K Buy
77,693
+9,920
+15% +$95.9K 0.07% 269
2024
Q1 		$657K Buy
67,773
+13,072
+24% +$128K 0.07% 300
2023
Q4 		$524K Buy
54,701
+190
+0.3% +$1.73K 0.07% 325
2023
Q3 		$491K Buy
54,511
+10,125
+23% +$94.1K 0.07% 275
2023
Q2 		$415K Buy
44,386
+8,000
+22% +$74.4K 0.06% 313
2023
Q1 		$358K Sell
36,386
-84,439
-70% -$848K 0.05% 330
2022
Q4 		$1.13M Buy
120,825
+88,089
+269% +$851K 0.12% 176
2022
Q3 		$301K Hold
32,736
– – 0.06% 280
2022
Q2 		$338 Buy
32,736
+18,846
+136% +$202K 0.03% 279
2022
Q1 		$163K Buy
+13,890
New +$168K 0.03% 439
2021
Q2 		– Sell
-1,702
Closed -$21K – 924
2021
Q1 		$21K Hold
1,702
– – ﹤0.01% 1281
2020
Q4 		$21K Buy
+1,702
New +$20.5K ﹤0.01% 1146

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

International Assets Investment Management's EVV Position: Q4 2024 in Review

International Assets Investment Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2024, closing a stake of 16,711 shares — an estimated $1.59K sold.

International Assets Investment Management first reported a position in EVV in Q4 2020 and held it in 13 quarters. The position peaked at $1.13M in Q4 2022. 166 funds tracked by Wall St. Rank hold EVV as of Q4 2024.

  • International Assets Investment Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 16,711 Eaton Vance Limited Duration Income Fund shares in Q4 2024, an estimated $1.59K.
  • International Assets Investment Management first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2020 and held it in 13 quarters.
  • International Assets Investment Management's Eaton Vance Limited Duration Income Fund position peaked at $1.13M in Q4 2022.
  • 166 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.