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Masso Torrence Wealth Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Masso Torrence Wealth Management’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
Q1 		– Sell
-2,372
Closed -$31K – 165
2021
Q4 		$31K Buy
+2,372
New +$31.2K 0.02% 184

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GC
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Masso Torrence Wealth Management's EVV Position: Q1 2022 in Review

Masso Torrence Wealth Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2022, closing a stake of 2,372 shares — an estimated $31K sold.

Masso Torrence Wealth Management first reported a position in EVV in Q4 2021 and held it in 1 quarter. The position peaked at $31K in Q4 2021. 155 funds tracked by Wall St. Rank hold EVV as of Q1 2022.

  • Masso Torrence Wealth Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2022 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 2,372 Eaton Vance Limited Duration Income Fund shares in Q1 2022, an estimated $31K.
  • Masso Torrence Wealth Management first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2021 and held it in 1 quarter.
  • Masso Torrence Wealth Management's Eaton Vance Limited Duration Income Fund position peaked at $31K in Q4 2021.
  • 155 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.