LFA
EVV

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

Legacy Financial 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
Q1 		– Sell
-1,600
Closed -$21K – 844
2017
Q4 		$21K Buy
+1,600
New +$22K 0.01% 356

Other funds holding EVV

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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
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
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Bank of America
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Legacy Financial Advisors's EVV Position: Q1 2018 in Review

Legacy Financial Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2018, closing a stake of 1,600 shares — an estimated $21K sold.

Legacy Financial Advisors first reported a position in EVV in Q4 2017 and held it in 1 quarter. The position peaked at $21K in Q4 2017. 148 funds tracked by Wall St. Rank hold EVV as of Q1 2018.

  • Legacy Financial Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 1,600 Eaton Vance Limited Duration Income Fund shares in Q1 2018, an estimated $21K.
  • Legacy Financial Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2017 and held it in 1 quarter.
  • Legacy Financial Advisors's Eaton Vance Limited Duration Income Fund position peaked at $21K in Q4 2017.
  • 148 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2018.

Based on Legacy Financial Advisors's 13F filing for Q1 2018, filed 12 Apr 2018.