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Money Concepts Capital’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-28,386
Closed -$267K – 1233
2022
Q4 		$267K Buy
+28,386
New +$274K 0.01% 589

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Chicago Partners Investment Group
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CWP
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AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Money Concepts Capital's EVV Position: Q1 2023 in Review

Money Concepts Capital sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2023, closing a stake of 28,386 shares — an estimated $267K sold.

Money Concepts Capital first reported a position in EVV in Q4 2022 and held it in 1 quarter. The position peaked at $267K in Q4 2022. 154 funds tracked by Wall St. Rank hold EVV as of Q1 2023.

  • Money Concepts Capital reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 28,386 Eaton Vance Limited Duration Income Fund shares in Q1 2023, an estimated $267K.
  • Money Concepts Capital first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Eaton Vance Limited Duration Income Fund position peaked at $267K in Q4 2022.
  • 154 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.