JCM
EVV

Jacobi Capital Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Jacobi Capital 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
2019
Q1 		– Sell
-2
Closed – – 997
2018
Q4 		$0 Hold
2
– – ﹤0.01% 976
2018
Q3 		$0 Hold
2
– – ﹤0.01% 999
2018
Q2 		$0 Buy
+2
New +$26 ﹤0.01% 1023

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

Jacobi Capital Management's EVV Position: Q1 2019 in Review

Jacobi Capital Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2019, closing a stake of 2 shares.

Jacobi Capital Management first reported a position in EVV in Q2 2018 and held it in 3 quarters. The position peaked at $0 in Q4 2018. 156 funds tracked by Wall St. Rank hold EVV as of Q1 2019.

  • Jacobi Capital Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2019 after selling out during the quarter.
  • Jacobi Capital Management sold 2 Eaton Vance Limited Duration Income Fund shares in Q1 2019.
  • Jacobi Capital Management first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2018 and held it in 3 quarters.
  • Jacobi Capital Management's Eaton Vance Limited Duration Income Fund position peaked at $0 in Q4 2018.
  • 156 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2019.

Based on Jacobi Capital Management's 13F filing for Q1 2019, filed 13 May 2019.