NBC Securities’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

NBC Securities’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
2026 Q1	$173K	Buy	18,300 +1,000	+6%	+$9.75K	0.01%	883
2025 Q4	$171K	Hold	17,300	–	–	0.01%	889
2025 Q3	$176K	Hold	17,300	–	–	0.01%	886
2025 Q2	$177K	Hold	17,300	–	–	0.01%	876
2025 Q1	$172K	Buy	17,300 +17,283	+101,665%	+$175K	0.01%	832
2024 Q4	$169	Sell	17 -17,283	-100%	-$177K	0.02%	802
2024 Q3	$181K	Hold	17,300	–	–	0.02%	813
2024 Q2	$168K	Hold	17,300	–	–	0.02%	808
2024 Q1	$168K	Hold	17,300	–	–	0.02%	805
2023 Q4	$165K	Hold	17,300	–	–	0.02%	798
2023 Q3	$156K	Buy	+17,300	New	+$161K	0.02%	781

Other funds holding EVV

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return