MFW
EVV

Mosaic Family Wealth’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Mosaic Family Wealth’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
2019
Q2 		– Sell
-3,589
Closed -$45K – 310
2019
Q1 		$45K Buy
3,589
+57
+2% +$710 0.02% 329
2018
Q4 		$42K Buy
3,532
+39
+1% +$476 0.02% 327
2018
Q3 		$43K Buy
3,493
+74
+2% +$938 0.02% 338
2018
Q2 		$43K Sell
3,419
-344
-9% -$4.41K 0.02% 332
2018
Q1 		$49K Buy
3,763
+61
+2% +$808 0.02% 314
2017
Q4 		$51K Buy
3,702
+58
+2% +$797 0.02% 321
2017
Q3 		$51K Buy
3,644
+55
+2% +$770 0.02% 334
2017
Q2 		$51K Buy
3,589
+55
+2% +$767 0.02% 325
2017
Q1 		$49K Sell
3,534
-176
-5% -$2.46K 0.02% 324
2016
Q4 		$51K Buy
3,710
+63
+2% +$844 0.02% 318
2016
Q3 		$50K Buy
3,647
+68
+2% +$929 0.02% 328
2016
Q2 		$49K Buy
3,579
+74
+2% +$980 0.02% 329
2016
Q1 		$46K Buy
3,505
+76
+2% +$947 0.02% 337
2015
Q4 		$43K Buy
+3,429
New +$44K 0.02% 346

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Mosaic Family Wealth's EVV Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2019, closing a stake of 3,589 shares — an estimated $45K sold.

Mosaic Family Wealth first reported a position in EVV in Q4 2015 and held it in 14 quarters. The position peaked at $51K in Q4 2017. 150 funds tracked by Wall St. Rank hold EVV as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 3,589 Eaton Vance Limited Duration Income Fund shares in Q2 2019, an estimated $45K.
  • Mosaic Family Wealth first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2015 and held it in 14 quarters.
  • Mosaic Family Wealth's Eaton Vance Limited Duration Income Fund position peaked at $51K in Q4 2017.
  • 150 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.