Mariner
EVV

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

Mariner’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
Q2 		– Sell
-21,251
Closed -$249K – 1394
2022
Q1 		$249K Buy
+21,251
New +$256K ﹤0.01% 1327

Other funds holding EVV

Morgan Stanley
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Mariner's EVV Position: Q2 2022 in Review

Mariner sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2022, closing a stake of 21,251 shares — an estimated $249K sold.

Mariner first reported a position in EVV in Q1 2022 and held it in 1 quarter. The position peaked at $249K in Q1 2022. 150 funds tracked by Wall St. Rank hold EVV as of Q2 2022.

  • Mariner reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2022 after selling out during the quarter.
  • Mariner sold 21,251 Eaton Vance Limited Duration Income Fund shares in Q2 2022, an estimated $249K.
  • Mariner first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2022 and held it in 1 quarter.
  • Mariner's Eaton Vance Limited Duration Income Fund position peaked at $249K in Q1 2022.
  • 150 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2022.

Based on Mariner's 13F filing for Q2 2022, filed 15 Aug 2022.