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Investmark Advisory Group’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Investmark Advisory Group’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
2022
Q1 		– Sell
-1,067
Closed -$13K – 162
2021
Q4 		$13K Buy
+1,067
New +$14K 0.01% 258

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GC
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UBS Group
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Bank of America
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CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Osaic Holdings
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CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Investmark Advisory Group's EVV Position: Q1 2022 in Review

Investmark Advisory Group sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2022, closing a stake of 1,067 shares — an estimated $13K sold.

Investmark Advisory Group first reported a position in EVV in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 155 funds tracked by Wall St. Rank hold EVV as of Q1 2022.

  • Investmark Advisory Group reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 1,067 Eaton Vance Limited Duration Income Fund shares in Q1 2022, an estimated $13K.
  • Investmark Advisory Group first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's Eaton Vance Limited Duration Income Fund position peaked at $13K in Q4 2021.
  • 155 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.