NFA
EVV

Northwest Financial Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-1
Closed -$11 – 240
2024
Q3 		$11 Buy
+1
New +$10 ﹤0.01% 568
2024
Q1 		– Sell
-1
Closed -$10 – 220
2023
Q4 		$10 Buy
+1
New +$9 ﹤0.01% 563

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Invesco
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GC
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LPL Financial
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CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
CIA
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Northwest Financial Advisors's EVV Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2024, closing a stake of 1 share — an estimated $11 sold.

Northwest Financial Advisors first reported a position in EVV in Q4 2023 and held it in 2 quarters. The position peaked at $11 in Q3 2024. 166 funds tracked by Wall St. Rank hold EVV as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 1 Eaton Vance Limited Duration Income Fund share in Q4 2024, an estimated $11.
  • Northwest Financial Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Eaton Vance Limited Duration Income Fund position peaked at $11 in Q3 2024.
  • 166 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.