MA
EVV

MUFG Americas’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

MUFG Americas’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
2017
Q3 		– Sell
-130
Closed -$2K – 1159
2017
Q2 		$2K Hold
130
– – ﹤0.01% 1054
2017
Q1 		$2K Buy
+130
New +$1.82K ﹤0.01% 1045
2016
Q4 		– Sell
-1,269
Closed -$17K – 1119
2016
Q3 		$17K Sell
1,269
-1,031
-45% -$14.1K ﹤0.01% 746
2016
Q2 		$31K Hold
2,300
– – ﹤0.01% 623
2016
Q1 		$30K Hold
2,300
– – ﹤0.01% 638
2015
Q4 		$29K Hold
2,300
– – ﹤0.01% 655
2015
Q3 		$29K Hold
2,300
– – ﹤0.01% 671
2015
Q2 		$31K Sell
2,300
-612
-21% -$8.71K ﹤0.01% 681
2015
Q1 		$42K Buy
2,912
+89
+3% +$1.26K ﹤0.01% 693
2014
Q4 		$40K Hold
2,823
– – ﹤0.01% 704
2014
Q3 		$41K Sell
2,823
-132
-4% -$1.99K ﹤0.01% 706
2014
Q2 		$46K Buy
2,955
+2,005
+211% +$31K ﹤0.01% 694
2014
Q1 		$14K Buy
950
+50
+6% +$764 ﹤0.01% 863
2013
Q4 		$14K Buy
+900
New +$13.6K ﹤0.01% 881

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

MUFG Americas's EVV Position: Q3 2017 in Review

MUFG Americas sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2017, closing a stake of 130 shares — an estimated $2K sold.

MUFG Americas first reported a position in EVV in Q4 2013 and held it in 14 quarters. The position peaked at $46K in Q2 2014. 123 funds tracked by Wall St. Rank hold EVV as of Q3 2017.

  • MUFG Americas reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2017 after selling out during the quarter.
  • MUFG Americas sold 130 Eaton Vance Limited Duration Income Fund shares in Q3 2017, an estimated $2K.
  • MUFG Americas first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2013 and held it in 14 quarters.
  • MUFG Americas's Eaton Vance Limited Duration Income Fund position peaked at $46K in Q2 2014.
  • 123 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2017.

Based on MUFG Americas's 13F filing for Q3 2017, filed 13 Nov 2017.