IAMOG
EVV

Investors Asset Management of Georgia’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Investors Asset Management of Georgia’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
Q4 		– Sell
-2,000
Closed -$18K – 299
2022
Q3 		$18K Hold
2,000
– – 0.01% 407
2022
Q2 		$21K Buy
+2,000
New +$21.4K 0.01% 333

Other funds holding EVV

AWA
Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return

Investors Asset Management of Georgia's EVV Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2022, closing a stake of 2,000 shares — an estimated $18K sold.

Investors Asset Management of Georgia first reported a position in EVV in Q2 2022 and held it in 2 quarters. The position peaked at $21K in Q2 2022. 167 funds tracked by Wall St. Rank hold EVV as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 2,000 Eaton Vance Limited Duration Income Fund shares in Q4 2022, an estimated $18K.
  • Investors Asset Management of Georgia first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2022 and held it in 2 quarters.
  • Investors Asset Management of Georgia's Eaton Vance Limited Duration Income Fund position peaked at $21K in Q2 2022.
  • 167 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.