KA
EVV

Kovack Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Kovack Advisors’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
Q2 		– Sell
-17,221
Closed -$224K – 457
2018
Q1 		$224K Sell
17,221
-2,179
-11% -$28.9K 0.06% 400
2017
Q4 		$265K Buy
19,400
+848
+5% +$11.7K 0.07% 332
2017
Q3 		$260K Buy
18,552
+1,012
+6% +$14.2K 0.09% 268
2017
Q2 		$247K Buy
17,540
+1,793
+11% +$25K 0.08% 290
2017
Q1 		$218K Sell
15,747
-6,069
-28% -$84.9K 0.08% 252
2016
Q4 		$299K Buy
21,816
+2,375
+12% +$31.8K 0.14% 163
2016
Q3 		$267K Buy
19,441
+8,022
+70% +$110K 0.13% 180
2016
Q2 		$153K Sell
11,419
-2,000
-15% -$26.5K 0.08% 235
2016
Q1 		$177K Sell
13,419
-931
-6% -$11.6K 0.11% 208
2015
Q4 		$183K Sell
14,350
-1,286
-8% -$16.5K 0.12% 189
2015
Q3 		$198K Buy
15,636
+1,234
+9% +$16.4K 0.14% 176
2015
Q2 		$194K Sell
14,402
-1,534
-10% -$21.8K 0.14% 184
2015
Q1 		$229K Sell
15,936
-101
-0.6% -$1.43K 0.19% 134
2014
Q4 		$226K Buy
16,037
+793
+5% +$11.3K 0.23% 116
2014
Q3 		$222K Sell
15,244
-12,932
-46% -$195K 0.33% 83
2014
Q2 		$439K Buy
28,176
+10,781
+62% +$166K 0.64% 29
2014
Q1 		$264K Buy
+17,395
New +$266K 0.9% 36

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kovack Advisors's EVV Position: Q2 2018 in Review

Kovack Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2018, closing a stake of 17,221 shares — an estimated $224K sold.

Kovack Advisors first reported a position in EVV in Q1 2014 and held it in 17 quarters. The position peaked at $439K in Q2 2014. 158 funds tracked by Wall St. Rank hold EVV as of Q2 2018.

  • Kovack Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2018 after selling out during the quarter.
  • Kovack Advisors sold 17,221 Eaton Vance Limited Duration Income Fund shares in Q2 2018, an estimated $224K.
  • Kovack Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2014 and held it in 17 quarters.
  • Kovack Advisors's Eaton Vance Limited Duration Income Fund position peaked at $439K in Q2 2014.
  • 158 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2018.

Based on Kovack Advisors's 13F filing for Q2 2018, filed 1 Aug 2018.