LA
EVV

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

Legacy 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
Q3 		– Sell
-2,047
Closed -$26K – 476
2018
Q2 		$26K Buy
+2,047
New +$26.3K 0.02% 237

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
UBS Group
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Legacy Advisors's EVV Position: Q3 2018 in Review

Legacy Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2018, closing a stake of 2,047 shares — an estimated $26K sold.

Legacy Advisors first reported a position in EVV in Q2 2018 and held it in 1 quarter. The position peaked at $26K in Q2 2018. 154 funds tracked by Wall St. Rank hold EVV as of Q3 2018.

  • Legacy Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2018 after selling out during the quarter.
  • Legacy Advisors sold 2,047 Eaton Vance Limited Duration Income Fund shares in Q3 2018, an estimated $26K.
  • Legacy Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2018 and held it in 1 quarter.
  • Legacy Advisors's Eaton Vance Limited Duration Income Fund position peaked at $26K in Q2 2018.
  • 154 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2018.

Based on Legacy Advisors's 13F filing for Q3 2018, filed 18 Oct 2018.