Krilogy Financial’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Krilogy Financial’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 Q4	–	Sell	-2,325	Closed	-$32K	–	730
2016 Q3	$32K	Sell	2,325 -2,000	-46%	-$27.3K	0.01%	373
2016 Q2	$58K	Hold	4,325	–	–	0.02%	283
2016 Q1	$57K	Hold	4,325	–	–	0.02%	248
2015 Q4	$55K	Hold	4,325	–	–	0.05%	126
2015 Q3	$55K	Buy	+4,325	New	+$57.6K	0.03%	189

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

SIA

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

RVPG

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

AAM

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

Krilogy Financial's EVV Position: Q4 2016 in Review

Krilogy Financial sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2016, closing a stake of 2,325 shares — an estimated $32K sold.

Krilogy Financial first reported a position in EVV in Q3 2015 and held it in 5 quarters. The position peaked at $58K in Q2 2016. 128 funds tracked by Wall St. Rank hold EVV as of Q4 2016.

Krilogy Financial reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2016 after selling out during the quarter.
Krilogy Financial sold 2,325 Eaton Vance Limited Duration Income Fund shares in Q4 2016, an estimated $32K.
Krilogy Financial first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2015 and held it in 5 quarters.
Krilogy Financial's Eaton Vance Limited Duration Income Fund position peaked at $58K in Q2 2016.
128 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2016.

Based on Krilogy Financial's 13F filing for Q4 2016, filed 15 Feb 2017.