LGA
EVV

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

Lebenthal Global 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
2021
Q1 		– Sell
-869
Closed -$10K – 261
2020
Q4 		$10K Buy
+869
New +$10.5K 0.01% 440

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RVPG
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PPA
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1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Lebenthal Global Advisors's EVV Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2021, closing a stake of 869 shares — an estimated $10K sold.

Lebenthal Global Advisors first reported a position in EVV in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 145 funds tracked by Wall St. Rank hold EVV as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 869 Eaton Vance Limited Duration Income Fund shares in Q1 2021, an estimated $10K.
  • Lebenthal Global Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's Eaton Vance Limited Duration Income Fund position peaked at $10K in Q4 2020.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.