MWM
EVV

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

Melfa 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
2026
Q1 		$941K Sell
99,606
-222
-0.2% -$2.16K 0.54% 46
2025
Q4 		$989K Buy
99,828
+2,937
+3% +$29.4K 0.57% 44
2025
Q3 		$983K Sell
96,891
-55
-0.1% -$561 0.58% 44
2025
Q2 		$995K Sell
96,946
-3,182
-3% -$31.5K 0.63% 39
2025
Q1 		$999K Sell
100,128
-49
-0% -$496 0.67% 38
2024
Q4 		$979K Buy
100,177
+4,845
+5% +$49.5K 0.65% 41
2024
Q3 		$1M Sell
95,332
-1,862
-2% -$18.7K 0.66% 42
2024
Q2 		$947K Buy
97,194
+1,548
+2% +$15K 0.66% 41
2024
Q1 		$933K Sell
95,646
-655
-0.7% -$6.4K 0.67% 40
2023
Q4 		$916K Sell
96,301
-7,434
-7% -$67.7K 0.86% 32
2023
Q3 		$938K Buy
103,735
+3,972
+4% +$36.9K 1.02% 26
2023
Q2 		$934K Buy
99,763
+12,220
+14% +$114K 0.95% 26
2023
Q1 		$862K Buy
87,543
+1,068
+1% +$10.7K 0.86% 31
2022
Q4 		$812K Buy
+86,475
New +$835K 0.85% 33

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return