Mach-1 Financial Group’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Mach-1 Financial Group’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
2022 Q4	–	Sell	-998	Closed	-$9K	–	244
2022 Q3	$9K	Hold	998	–	–	0.01%	233
2022 Q2	$10K	Sell	998 -2	-0.2%	-$21	0.01%	236
2022 Q1	$11K	Hold	1,000	–	–	0.01%	122
2021 Q4	$13K	Buy	+1,000	New	+$13.2K	0.01%	106
2021 Q3	–	Sell	-1,000	Closed	-$13K	–	53
2021 Q2	$13K	Hold	1,000	–	–	0.01%	79
2021 Q1	$12K	Sell	1,000 -1,000	-50%	-$12.6K	0.01%	108
2020 Q4	$25K	Buy	+2,000	New	+$24.1K	0.03%	84

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWA

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

KIG

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

Mach-1 Financial Group's EVV Position: Q4 2022 in Review

Mach-1 Financial Group sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2022, closing a stake of 998 shares — an estimated $9K sold.

Mach-1 Financial Group first reported a position in EVV in Q4 2020 and held it in 7 quarters. The position peaked at $25K in Q4 2020. 167 funds tracked by Wall St. Rank hold EVV as of Q4 2022.

Mach-1 Financial Group reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2022 after selling out during the quarter.
Mach-1 Financial Group sold 998 Eaton Vance Limited Duration Income Fund shares in Q4 2022, an estimated $9K.
Mach-1 Financial Group first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2020 and held it in 7 quarters.
Mach-1 Financial Group's Eaton Vance Limited Duration Income Fund position peaked at $25K in Q4 2020.
167 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2022.

Based on Mach-1 Financial Group's 13F filing for Q4 2022, filed 2 Feb 2023.