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Liberty Wealth Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Liberty Wealth Management’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
2020
Q2 		– Sell
-334
Closed -$4K – 890
2020
Q1 		$4K Buy
+334
New +$4.14K ﹤0.01% 611

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Liberty Wealth Management's EVV Position: Q2 2020 in Review

Liberty Wealth Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2020, closing a stake of 334 shares — an estimated $4K sold.

Liberty Wealth Management first reported a position in EVV in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 138 funds tracked by Wall St. Rank hold EVV as of Q2 2020.

  • Liberty Wealth Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 334 Eaton Vance Limited Duration Income Fund shares in Q2 2020, an estimated $4K.
  • Liberty Wealth Management first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2020 and held it in 1 quarter.
  • Liberty Wealth Management's Eaton Vance Limited Duration Income Fund position peaked at $4K in Q1 2020.
  • 138 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.