MAI Capital Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

MAI 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
2026 Q2	–	Sell	-8,100	Closed	-$76.5K	–	2909
2026 Q1	$76.5K	Hold	8,100	–	–	﹤0.01%	1971
2025 Q4	$80.3K	Buy	8,100 +1,100	+16%	+$11K	﹤0.01%	1758
2025 Q3	$71K	Hold	7,000	–	–	﹤0.01%	1741
2025 Q2	$71.8K	Hold	7,000	–	–	﹤0.01%	1649
2025 Q1	$69.9K	Hold	7,000	–	–	﹤0.01%	1571
2024 Q4	$68.4K	Buy	+7,000	New	+$71.5K	﹤0.01%	1608

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MAI Capital Management's EVV Position: Q2 2026 in Review

MAI Capital Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2026, closing a stake of 8,100 shares — an estimated $76.5K sold.

MAI Capital Management first reported a position in EVV in Q4 2024 and held it in 6 quarters. The position peaked at $80.3K in Q4 2025. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

MAI Capital Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 8,100 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $76.5K.
MAI Capital Management first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2024 and held it in 6 quarters.
MAI Capital Management's Eaton Vance Limited Duration Income Fund position peaked at $80.3K in Q4 2025.
145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.