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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
–
312
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
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25.57%
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SIA
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$4.93B AUM
12.22%
1-Year Est. Return
UBS Group
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$564B AUM
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1-Year Est. Return
RVPG
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$772M AUM
15.6%
1-Year Est. Return
1CP
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$1.39B AUM
8.35%
1-Year Est. Return
Invesco
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$653B AUM
32.41%
1-Year Est. Return
PPA
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$190B AUM
18.52%
1-Year Est. Return
CPIG
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Chicago, Illinois
$4.47B AUM
19.29%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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