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	–	2074
2023 Q4	$9.82K	Buy	+1,025	New	+$9.34K	﹤0.01%	1024
2019 Q4	–	Sell	-2,000	Closed	-$25K	–	815
2019 Q3	$25K	Buy	+2,000	New	+$25.1K	﹤0.01%	489
2014 Q4	–	Sell	-965	Closed	-$14.1K	–	647
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 $1.89T AUM 35.08% 1-Year Est. Return

SIA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

PCM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CPIG

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

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

CWP

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

MassMutual Private Wealth & Trust's EVV Position: Q1 2024 in Review

MassMutual Private Wealth & Trust sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2024, closing a stake of 1,025 shares — an estimated $9.82K sold.

MassMutual Private Wealth & Trust first reported a position in EVV in Q2 2014 and held it in 4 quarters. The position peaked at $25K in Q3 2019. 153 funds tracked by Wall St. Rank hold EVV as of Q1 2024.

MassMutual Private Wealth & Trust reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2024 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 1,025 Eaton Vance Limited Duration Income Fund shares in Q1 2024, an estimated $9.82K.
MassMutual Private Wealth & Trust first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2014 and held it in 4 quarters.
MassMutual Private Wealth & Trust's Eaton Vance Limited Duration Income Fund position peaked at $25K in Q3 2019.
153 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2024, filed 9 Apr 2024.