JIP
EVV

Jaffetilchin Investment Partners’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Jaffetilchin Investment Partners’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
2018
Q3 		– Sell
-10,897
Closed -$137K – 310
2018
Q2 		$137K Sell
10,897
-6,060
-36% -$77.8K 0.03% 291
2018
Q1 		$221K Buy
+16,957
New +$225K 0.05% 299
2017
Q1 		– Sell
-12,004
Closed -$165K – 265
2016
Q4 		$165K Buy
+12,004
New +$161K 0.05% 235

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jaffetilchin Investment Partners's EVV Position: Q3 2018 in Review

Jaffetilchin Investment Partners sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2018, closing a stake of 10,897 shares — an estimated $137K sold.

Jaffetilchin Investment Partners first reported a position in EVV in Q4 2016 and held it in 3 quarters. The position peaked at $221K in Q1 2018. 155 funds tracked by Wall St. Rank hold EVV as of Q3 2018.

  • Jaffetilchin Investment Partners reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2018 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 10,897 Eaton Vance Limited Duration Income Fund shares in Q3 2018, an estimated $137K.
  • Jaffetilchin Investment Partners first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2016 and held it in 3 quarters.
  • Jaffetilchin Investment Partners's Eaton Vance Limited Duration Income Fund position peaked at $221K in Q1 2018.
  • 155 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2018.

Based on Jaffetilchin Investment Partners's 13F filing for Q3 2018, filed 5 Oct 2018.