Investors Capital Advisory Services’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Investors Capital Advisory Services’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
2016 Q2	$1.26M	Sell	93,812 -300	-0.3%	-$3.97K	0.24%	107
2016 Q1	$1.24M	Hold	94,112	–	–	0.25%	108
2015 Q4	$1.2M	Sell	94,112 -1,412	-1%	-$18.1K	0.23%	113
2015 Q3	$1.21M	Buy	95,524 +485	+0.5%	+$6.46K	0.24%	105
2015 Q2	$1.28M	Hold	95,039	–	–	0.23%	115
2015 Q1	$1.37M	Hold	95,039	–	–	0.25%	105
2014 Q4	$1.34M	Buy	95,039 +6,035	+7%	+$86.3K	0.26%	102
2014 Q3	$1.3M	Hold	89,004	–	–	0.25%	99
2014 Q2	$1.39M	Buy	89,004 +4,105	+5%	+$63.4K	0.22%	121
2014 Q1	$1.29M	Buy	+84,899	New	+$1.3M	0.28%	88

Other funds holding EVV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

RVPG

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

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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

Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Investors Capital Advisory Services's EVV Position: Q2 2016 in Review

Investors Capital Advisory Services reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 0.32% in Q2 2016, selling an estimated $3.97K and leaving 93,812 shares worth $1.26M. The position accounts for 0.24% of the portfolio, ranked #107.

Investors Capital Advisory Services first reported a position in EVV in Q1 2014 and has held it in 10 quarters since. The position peaked at $1.39M in Q2 2014. 125 funds tracked by Wall St. Rank hold EVV as of Q2 2016.

Investors Capital Advisory Services held 93,812 shares of Eaton Vance Limited Duration Income Fund worth $1.26M as of Q2 2016.
Investors Capital Advisory Services sold 300 Eaton Vance Limited Duration Income Fund shares in Q2 2016, an estimated $3.97K.
Eaton Vance Limited Duration Income Fund made up 0.24% of Investors Capital Advisory Services's portfolio in Q2 2016, its #107 holding.
Investors Capital Advisory Services first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2014 and has held it in 10 quarters since.
Investors Capital Advisory Services's Eaton Vance Limited Duration Income Fund position peaked at $1.39M in Q2 2014.
125 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.