MA
EVV

MKT Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

MKT Advisors’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
2023
Q4 		– Sell
-11,569
Closed -$103K – 154
2023
Q3 		$103K Hold
11,569
– – 0.08% 141
2023
Q2 		$110K Hold
11,569
– – 0.08% 141
2023
Q1 		$111K Hold
11,569
– – 0.08% 141
2022
Q4 		$115K Sell
11,569
-350
-3% -$3.38K 0.09% 143
2022
Q3 		$110K Hold
11,919
– – 0.1% 125
2022
Q2 		$121K Hold
11,919
– – 0.09% 136
2022
Q1 		$125K Hold
11,919
– – 0.09% 141
2021
Q4 		$147K Buy
+11,919
New +$157K 0.12% 139

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
LPL Financial
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

MKT Advisors's EVV Position: Q4 2023 in Review

MKT Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2023, closing a stake of 11,569 shares — an estimated $103K sold.

MKT Advisors first reported a position in EVV in Q4 2021 and held it in 8 quarters. The position peaked at $147K in Q4 2021. 165 funds tracked by Wall St. Rank hold EVV as of Q4 2023.

  • MKT Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2023 after selling out during the quarter.
  • MKT Advisors sold 11,569 Eaton Vance Limited Duration Income Fund shares in Q4 2023, an estimated $103K.
  • MKT Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2021 and held it in 8 quarters.
  • MKT Advisors's Eaton Vance Limited Duration Income Fund position peaked at $147K in Q4 2021.
  • 165 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2023.

Based on MKT Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.