Marcum Wealth’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Marcum Wealth’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
2023 Q1	–	Sell	-13,725	Closed	-$129K	–	411
2022 Q4	$129K	Hold	13,725	–	–	0.02%	316
2022 Q3	$126K	Hold	13,725	–	–	0.02%	312
2022 Q2	$142K	Hold	13,725	–	–	0.02%	305
2022 Q1	$161K	Hold	13,725	–	–	0.02%	326
2021 Q4	$180K	Hold	13,725	–	–	0.03%	325
2021 Q3	$181K	Hold	13,725	–	–	0.03%	311
2021 Q2	$182K	Hold	13,725	–	–	0.03%	284
2021 Q1	$173K	Buy	+13,725	New	+$173K	0.03%	284

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

CWP

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

AWA

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

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

KIG

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

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Marcum Wealth's EVV Position: Q1 2023 in Review

Marcum Wealth sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2023, closing a stake of 13,725 shares — an estimated $129K sold.

Marcum Wealth first reported a position in EVV in Q1 2021 and held it in 8 quarters. The position peaked at $182K in Q2 2021. 154 funds tracked by Wall St. Rank hold EVV as of Q1 2023.

Marcum Wealth reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2023 after selling out during the quarter.
Marcum Wealth sold 13,725 Eaton Vance Limited Duration Income Fund shares in Q1 2023, an estimated $129K.
Marcum Wealth first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2021 and held it in 8 quarters.
Marcum Wealth's Eaton Vance Limited Duration Income Fund position peaked at $182K in Q2 2021.
154 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2023.

Based on Marcum Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.