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	–	54
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

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Bank of America

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

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

Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return