NGA
EVV

Naples Global Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Naples Global Advisors’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
2018
Q4 		– Sell
-15,785
Closed -$200K – 295
2018
Q3 		$200K Buy
+15,785
New +$200K 0.05% 291

Other funds holding EVV

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SCM
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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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Naples Global Advisors's EVV Position: Q4 2018 in Review

Naples Global Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2018, closing a stake of 15,785 shares — an estimated $200K sold.

Naples Global Advisors first reported a position in EVV in Q3 2018 and held it in 1 quarter. The position peaked at $200K in Q3 2018. 156 funds tracked by Wall St. Rank hold EVV as of Q4 2018.

  • Naples Global Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2018 after selling out during the quarter.
  • Naples Global Advisors sold 15,785 Eaton Vance Limited Duration Income Fund shares in Q4 2018, an estimated $200K.
  • Naples Global Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2018 and held it in 1 quarter.
  • Naples Global Advisors's Eaton Vance Limited Duration Income Fund position peaked at $200K in Q3 2018.
  • 156 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2018.

Based on Naples Global Advisors's 13F filing for Q4 2018, filed 1 Feb 2019.