Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
MRCM
EVV
M&R Capital Management’s
Eaton Vance Limited Duration Income Fund
EVV
Stock Holding History
M&R Capital 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
2024
Q1
–
Sell
-2,000
Closed
-$19.2K
–
580
2023
Q4
$19.2K
Hold
2,000
–
–
﹤0.01%
325
2023
Q3
$18.1K
Hold
2,000
–
–
﹤0.01%
318
2023
Q2
$18.7K
Hold
2,000
–
–
﹤0.01%
323
2023
Q1
$19.7K
Buy
+2,000
New
+$20.1K
0.01%
307
2022
Q4
–
Sell
-1,000
Closed
-$9K
–
608
2022
Q3
$9K
Hold
1,000
–
–
﹤0.01%
332
2022
Q2
$10K
Sell
1,000
-400
-29%
-$4.28K
﹤0.01%
326
2022
Q1
$16K
Hold
1,400
–
–
﹤0.01%
306
2021
Q4
$18K
Hold
1,400
–
–
﹤0.01%
304
2021
Q3
$18K
Hold
1,400
–
–
﹤0.01%
306
2021
Q2
$18K
Hold
1,400
–
–
﹤0.01%
306
2021
Q1
$17K
Buy
+1,400
New
+$17.6K
﹤0.01%
298
Other funds holding EVV
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
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
PCM
Penserra Capital Management
Orinda, California
$8.52B AUM
37.76%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
CPIG
Chicago Partners Investment Group
Chicago, Illinois
$4.47B AUM
19.29%
1-Year Est. Return
GC
Guggenheim Capital
Chicago, Illinois
$12.6B AUM
27.3%
1-Year Est. Return
CWP
Cyndeo Wealth Partners
St. Petersburg, Florida
$1.9B AUM
24.89%
1-Year Est. Return
Allspring Global Investments
Charlotte, North Carolina
$59.7B AUM
29.08%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close