Northwestern Mutual Investment Services’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Northwestern Mutual Investment Services’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
2015 Q2	–	Sell	-1,016	Closed	-$15K	–	86
2015 Q1	$15K	Buy	+1,016	New	+$14.4K	﹤0.01%	22
2014 Q2	–	Sell	-407	Closed	-$6K	–	120
2014 Q1	$6K	Hold	407	–	–	﹤0.01%	35
2013 Q4	$6K	Buy	+407	New	+$6.13K	﹤0.01%	30

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

SIA

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

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

RCM

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 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

PPA

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

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

Northwestern Mutual Investment Services's EVV Position: Q2 2015 in Review

Northwestern Mutual Investment Services sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2015, closing a stake of 1,016 shares — an estimated $15K sold.

Northwestern Mutual Investment Services first reported a position in EVV in Q4 2013 and held it in 3 quarters. The position peaked at $15K in Q1 2015. 127 funds tracked by Wall St. Rank hold EVV as of Q2 2015.

Northwestern Mutual Investment Services reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2015 after selling out during the quarter.
Northwestern Mutual Investment Services sold 1,016 Eaton Vance Limited Duration Income Fund shares in Q2 2015, an estimated $15K.
Northwestern Mutual Investment Services first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2013 and held it in 3 quarters.
Northwestern Mutual Investment Services's Eaton Vance Limited Duration Income Fund position peaked at $15K in Q1 2015.
127 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2015.

Based on Northwestern Mutual Investment Services's 13F filing for Q2 2015, filed 14 Aug 2015.