MassMutual Private Wealth & Trust’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

MassMutual Private Wealth & Trust’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
2024 Q1	–	Sell	-1,025	Closed	-$9.82K	–	2076
2023 Q4	$9.82K	Buy	+1,025	New	+$9.34K	﹤0.01%	1024
2019 Q4	–	Sell	-2,000	Closed	-$25K	–	818
2019 Q3	$25K	Buy	+2,000	New	+$25.1K	﹤0.01%	489
2014 Q4	–	Sell	-965	Closed	-$14.1K	–	654
2014 Q3	$14.1K	Sell	965 -35	-4%	-$528	﹤0.01%	476
2014 Q2	$15.6K	Buy	+1,000	New	+$15.4K	0.01%	318

Other funds holding EVV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return