MHS
EVV

M Holdings Securities’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

M Holdings Securities’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
2025
Q3 		– Sell
-24,668
Closed -$251K – 116
2025
Q2 		$251K Buy
+24,668
New +$244K 0.04% 152

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

M Holdings Securities's EVV Position: Q3 2025 in Review

M Holdings Securities sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2025, closing a stake of 24,668 shares — an estimated $251K sold.

M Holdings Securities first reported a position in EVV in Q2 2025 and held it in 1 quarter. The position peaked at $251K in Q2 2025. 141 funds tracked by Wall St. Rank hold EVV as of Q3 2025.

  • M Holdings Securities reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2025 after selling out during the quarter.
  • M Holdings Securities sold 24,668 Eaton Vance Limited Duration Income Fund shares in Q3 2025, an estimated $251K.
  • M Holdings Securities first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2025 and held it in 1 quarter.
  • M Holdings Securities's Eaton Vance Limited Duration Income Fund position peaked at $251K in Q2 2025.
  • 141 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2025.

Based on M Holdings Securities's 13F filing for Q3 2025, filed 13 Nov 2025.