MOS
EVV

MGO One Seven’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

MGO One Seven’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
2021
Q3 		– Sell
-10,180
Closed -$135K – 613
2021
Q2 		$135K Sell
10,180
-47
-0.5% -$606 0.02% 566
2021
Q1 		$129K Sell
10,227
-1,382
-12% -$17.4K 0.02% 528
2020
Q4 		$145K Sell
11,609
-1,004
-8% -$12.1K 0.03% 471
2020
Q3 		$143K Sell
12,613
-362
-3% -$4.18K 0.03% 446
2020
Q2 		$146K Buy
12,975
+1,492
+13% +$16.3K 0.04% 431
2020
Q1 		$121K Buy
11,483
+66
+0.6% +$817 0.04% 370
2019
Q4 		$151K Buy
+11,417
New +$146K 0.04% 419
2019
Q1 		– Sell
-9,833
Closed -$117K – 774
2018
Q4 		$117K Buy
+9,833
New +$120K 0.05% 422
2018
Q1 		$120K Sell
9,237
-1
-0% -$13 0.06% 386
2017
Q4 		$126K Buy
+9,238
New +$127K 0.06% 382

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

MGO One Seven's EVV Position: Q3 2021 in Review

MGO One Seven sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2021, closing a stake of 10,180 shares — an estimated $135K sold.

MGO One Seven first reported a position in EVV in Q4 2017 and held it in 10 quarters. The position peaked at $151K in Q4 2019. 146 funds tracked by Wall St. Rank hold EVV as of Q3 2021.

  • MGO One Seven reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2021 after selling out during the quarter.
  • MGO One Seven sold 10,180 Eaton Vance Limited Duration Income Fund shares in Q3 2021, an estimated $135K.
  • MGO One Seven first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2017 and held it in 10 quarters.
  • MGO One Seven's Eaton Vance Limited Duration Income Fund position peaked at $151K in Q4 2019.
  • 146 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2021.

Based on MGO One Seven's 13F filing for Q3 2021, filed 9 Nov 2021.