MA
EVV

Montag & Associates’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Montag & Associates’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
2024
Q4 		– Sell
-681
Closed -$7.16K – 1007
2024
Q3 		$7.16K Buy
+681
New +$6.84K ﹤0.01% 841
2021
Q4 		– Sell
-1,000
Closed -$13K – 872
2021
Q3 		$13K Hold
1,000
– – ﹤0.01% 708
2021
Q2 		$13K Hold
1,000
– – ﹤0.01% 706
2021
Q1 		$13K Hold
1,000
– – ﹤0.01% 708
2020
Q4 		$13K Buy
+1,000
New +$12K ﹤0.01% 684

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Montag & Associates's EVV Position: Q4 2024 in Review

Montag & Associates sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2024, closing a stake of 681 shares — an estimated $7.16K sold.

Montag & Associates first reported a position in EVV in Q4 2020 and held it in 5 quarters. The position peaked at $13K in Q3 2021. 166 funds tracked by Wall St. Rank hold EVV as of Q4 2024.

  • Montag & Associates reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2024 after selling out during the quarter.
  • Montag & Associates sold 681 Eaton Vance Limited Duration Income Fund shares in Q4 2024, an estimated $7.16K.
  • Montag & Associates first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2020 and held it in 5 quarters.
  • Montag & Associates's Eaton Vance Limited Duration Income Fund position peaked at $13K in Q3 2021.
  • 166 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2024.

Based on Montag & Associates's 13F filing for Q4 2024, filed 30 Jan 2025.