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 $1.89T AUM 35.08% 1-Year Est. Return

SIA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CPIG

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

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

CWP

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

M&R Capital Management's EVV Position: Q1 2024 in Review

M&R Capital Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2024, closing a stake of 2,000 shares — an estimated $19.2K sold.

M&R Capital Management first reported a position in EVV in Q1 2021 and held it in 11 quarters. The position peaked at $19.7K in Q1 2023. 153 funds tracked by Wall St. Rank hold EVV as of Q1 2024.

M&R Capital Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2024 after selling out during the quarter.
M&R Capital Management sold 2,000 Eaton Vance Limited Duration Income Fund shares in Q1 2024, an estimated $19.2K.
M&R Capital Management first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2021 and held it in 11 quarters.
M&R Capital Management's Eaton Vance Limited Duration Income Fund position peaked at $19.7K in Q1 2023.
153 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2024.

Based on M&R Capital Management's 13F filing for Q1 2024, filed 2 Apr 2024.