Mariner Investment Group’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Mariner Investment 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
2020 Q1	–	Sell	-83,000	Closed	-$1.1M	–	60
2019 Q4	$1.1M	Buy	83,000 +13,000	+19%	+$167K	1.23%	29
2019 Q3	$875K	Hold	70,000	–	–	1.36%	21
2019 Q2	$886K	Sell	70,000 -15,000	-18%	-$190K	1.56%	23
2019 Q1	$1.07M	Hold	85,000	–	–	1.45%	25
2018 Q4	$1.01M	Buy	85,000 +5,000	+6%	+$61K	1.41%	21
2018 Q3	$1.01M	Buy	80,000 +64,371	+412%	+$816K	2.06%	14
2018 Q2	$197K	Sell	15,629 -23,471	-60%	-$301K	0.42%	49
2018 Q1	$509K	Sell	39,100 -18,927	-33%	-$251K	0.5%	35
2017 Q4	$792K	Buy	+58,027	New	+$797K	0.33%	37
2017 Q2	–	Sell	-24,410	Closed	-$338K	–	75
2017 Q1	$338K	Hold	24,410	–	–	0.2%	55
2016 Q4	$335K	Hold	24,410	–	–	0.18%	70
2016 Q3	$335K	Hold	24,410	–	–	0.17%	58
2016 Q2	$328K	Sell	24,410 -77,589	-76%	-$1.03M	0.11%	105
2016 Q1	$1.34M	Buy	101,999 +2,816	+3%	+$35.1K	0.37%	82
2015 Q4	$1.27M	Sell	99,183 -817	-0.8%	-$10.5K	0.28%	107
2015 Q3	$1.27M	Buy	+100,000	New	+$1.33M	0.26%	104

Other funds holding EVV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

1CP

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

PPA

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Mariner Investment Group's EVV Position: Q1 2020 in Review

Mariner Investment Group sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2020, closing a stake of 83,000 shares — an estimated $1.1M sold.

Mariner Investment Group first reported a position in EVV in Q3 2015 and held it in 16 quarters. The position peaked at $1.34M in Q1 2016. 141 funds tracked by Wall St. Rank hold EVV as of Q1 2020.

Mariner Investment Group reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2020 after selling out during the quarter.
Mariner Investment Group sold 83,000 Eaton Vance Limited Duration Income Fund shares in Q1 2020, an estimated $1.1M.
Mariner Investment Group first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2015 and held it in 16 quarters.
Mariner Investment Group's Eaton Vance Limited Duration Income Fund position peaked at $1.34M in Q1 2016.
141 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2020.

Based on Mariner Investment Group's 13F filing for Q1 2020, filed 15 May 2020.