Loring Wolcott & Coolidge Fiduciary Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2017 Q2	–	Sell	-666	Closed	-$9K	–	641
2017 Q1	$9K	Hold	666	–	–	﹤0.01%	555
2016 Q4	$9K	Buy	+666	New	+$8.93K	﹤0.01%	538

Other funds holding EVV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's EVV Position: Q2 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2017, closing a stake of 666 shares — an estimated $9K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EVV in Q4 2016 and held it in 2 quarters. The position peaked at $9K in Q1 2017. 131 funds tracked by Wall St. Rank hold EVV as of Q2 2017.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2017 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 666 Eaton Vance Limited Duration Income Fund shares in Q2 2017, an estimated $9K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2016 and held it in 2 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Eaton Vance Limited Duration Income Fund position peaked at $9K in Q1 2017.
131 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.