Lindbrook Capital’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Lindbrook Capital’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
2023 Q1	–	Sell	-4,258	Closed	-$40K	–	2820
2022 Q4	$40K	Hold	4,258	–	–	﹤0.01%	776
2022 Q3	$39K	Hold	4,258	–	–	0.01%	739
2022 Q2	$44K	Hold	4,258	–	–	0.01%	699
2022 Q1	$50K	Buy	4,258 +1,258	+42%	+$15.2K	0.01%	674
2021 Q4	$39K	Buy	+3,000	New	+$39.5K	0.01%	793
2019 Q1	–	Sell	-1,000	Closed	-$11K	–	1424
2018 Q4	$11K	Buy	+1,000	New	+$12.2K	0.01%	803

Other funds holding EVV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

KIG

Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Lindbrook Capital's EVV Position: Q1 2023 in Review

Lindbrook Capital sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2023, closing a stake of 4,258 shares — an estimated $40K sold.

Lindbrook Capital first reported a position in EVV in Q4 2018 and held it in 6 quarters. The position peaked at $50K in Q1 2022. 154 funds tracked by Wall St. Rank hold EVV as of Q1 2023.

Lindbrook Capital reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2023 after selling out during the quarter.
Lindbrook Capital sold 4,258 Eaton Vance Limited Duration Income Fund shares in Q1 2023, an estimated $40K.
Lindbrook Capital first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2018 and held it in 6 quarters.
Lindbrook Capital's Eaton Vance Limited Duration Income Fund position peaked at $50K in Q1 2022.
154 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2023.

Based on Lindbrook Capital's 13F filing for Q1 2023, filed 26 Apr 2023.