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

New England 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
2014 Q4	$22K	Hold	1,545	–	–	0.01%	842
2014 Q3	$23K	Hold	1,545	–	–	0.01%	855
2014 Q2	$24K	Hold	1,545	–	–	0.01%	845
2014 Q1	$24K	Hold	1,545	–	–	0.01%	782
2013 Q4	$24K	Sell	1,545 -752	-33%	-$11.3K	0.01%	767
2013 Q3	$36K	Buy	2,297 +752	+49%	+$11.4K	0.02%	581
2013 Q2	$25K	Buy	+1,545	New	+$26.1K	0.02%	616

Other funds holding EVV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

RVP

Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

New England Securities's EVV Position: Q4 2014 in Review

New England Securities held its Eaton Vance Limited Duration Income Fund (EVV) position steady in Q4 2014 at 1,545 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #842.

New England Securities first reported a position in EVV in Q2 2013 and has held it in 7 quarters since. The position peaked at $36K in Q3 2013. 122 funds tracked by Wall St. Rank hold EVV as of Q4 2014.

New England Securities held 1,545 shares of Eaton Vance Limited Duration Income Fund worth $22K as of Q4 2014.
New England Securities left its Eaton Vance Limited Duration Income Fund share count unchanged in Q4 2014.
Eaton Vance Limited Duration Income Fund made up 0.01% of New England Securities's portfolio in Q4 2014, its #842 holding.
New England Securities first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2013 and has held it in 7 quarters since.
New England Securities's Eaton Vance Limited Duration Income Fund position peaked at $36K in Q3 2013.
122 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.