National Planning Corporation’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

National Planning Corporation’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 Q4	–	Sell	-44,922	Closed	-$630K	–	205
2017 Q3	$630K	Buy	44,922 +12,820	+40%	+$179K	0.05%	318
2017 Q2	$451K	Buy	+32,102	New	+$448K	0.03%	431
2015 Q2	–	Sell	-12,930	Closed	-$188K	–	657
2015 Q1	$188K	Sell	12,930 -307	-2%	-$4.36K	0.02%	596
2014 Q4	$186K	Sell	13,237 -1,415	-10%	-$20.2K	0.01%	694
2014 Q3	$215K	Sell	14,652 -1,833	-11%	-$27.6K	0.02%	646
2014 Q2	$257K	Buy	16,485 +2,163	+15%	+$33.4K	0.02%	601
2014 Q1	$218K	Buy	14,322 +1,550	+12%	+$23.7K	0.02%	621
2013 Q4	$195K	Buy	+12,772	New	+$192K	0.02%	631

Other funds holding EVV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

National Planning Corporation's EVV Position: Q4 2017 in Review

National Planning Corporation sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2017, closing a stake of 44,922 shares — an estimated $630K sold.

National Planning Corporation first reported a position in EVV in Q4 2013 and held it in 8 quarters. The position peaked at $630K in Q3 2017. 150 funds tracked by Wall St. Rank hold EVV as of Q4 2017.

National Planning Corporation reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2017 after selling out during the quarter.
National Planning Corporation sold 44,922 Eaton Vance Limited Duration Income Fund shares in Q4 2017, an estimated $630K.
National Planning Corporation first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2013 and held it in 8 quarters.
National Planning Corporation's Eaton Vance Limited Duration Income Fund position peaked at $630K in Q3 2017.
150 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.