Manchester Financial’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Manchester Financial’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
2021 Q2	–	Sell	-300	Closed	-$4K	–	252
2021 Q1	$4K	Hold	300	–	–	﹤0.01%	562
2020 Q4	$4K	Hold	300	–	–	﹤0.01%	473
2020 Q3	$3K	Hold	300	–	–	﹤0.01%	451
2020 Q2	$3K	Sell	300 -203,700	-100%	-$2.22M	﹤0.01%	422
2020 Q1	$2.16M	Buy	+204,000	New	+$2.53M	1.59%	12

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 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

PCM

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Manchester Financial's EVV Position: Q2 2021 in Review

Manchester Financial sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2021, closing a stake of 300 shares — an estimated $4K sold.

Manchester Financial first reported a position in EVV in Q1 2020 and held it in 5 quarters. The position peaked at $2.16M in Q1 2020. 149 funds tracked by Wall St. Rank hold EVV as of Q2 2021.

Manchester Financial reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2021 after selling out during the quarter.
Manchester Financial sold 300 Eaton Vance Limited Duration Income Fund shares in Q2 2021, an estimated $4K.
Manchester Financial first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2020 and held it in 5 quarters.
Manchester Financial's Eaton Vance Limited Duration Income Fund position peaked at $2.16M in Q1 2020.
149 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2021.

Based on Manchester Financial's 13F filing for Q2 2021, filed 21 Jul 2021.