LFR
EVV icon

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

Lehman Financial Resources’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
2013
Q4 		– Sell
-550
Closed -$9K – 394
2013
Q3 		$9K Hold
550
– – 0.01% 265
2013
Q2 		$9K Buy
+550
New +$9.28K 0.01% 231

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Lehman Financial Resources's EVV Position: Q4 2013 in Review

Lehman Financial Resources sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2013, closing a stake of 550 shares — an estimated $9K sold.

Lehman Financial Resources first reported a position in EVV in Q2 2013 and held it in 2 quarters. The position peaked at $9K in Q3 2013. 103 funds tracked by Wall St. Rank hold EVV as of Q4 2013.

  • Lehman Financial Resources reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2013 after selling out during the quarter.
  • Lehman Financial Resources sold 550 Eaton Vance Limited Duration Income Fund shares in Q4 2013, an estimated $9K.
  • Lehman Financial Resources first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2013 and held it in 2 quarters.
  • Lehman Financial Resources's Eaton Vance Limited Duration Income Fund position peaked at $9K in Q3 2013.
  • 103 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2013.

Based on Lehman Financial Resources's 13F filing for Q4 2013, filed 11 Feb 2014.