NWAM LLC’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

NWAM LLC’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 Q2	–	Sell	-14,115	Closed	-$195K	–	328
2017 Q1	$195K	Hold	14,115	–	–	0.06%	282
2016 Q4	$194K	Hold	14,115	–	–	0.06%	261
2016 Q3	$194K	Hold	14,115	–	–	0.01%	257
2016 Q2	$190K	Buy	+14,115	New	+$187K	0.07%	228

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

RCM

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

SIA

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

RVPG

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

PPA

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

NWAM LLC's EVV Position: Q2 2017 in Review

NWAM LLC sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2017, closing a stake of 14,115 shares — an estimated $195K sold.

NWAM LLC first reported a position in EVV in Q2 2016 and held it in 4 quarters. The position peaked at $195K in Q1 2017. 131 funds tracked by Wall St. Rank hold EVV as of Q2 2017.

NWAM LLC reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2017 after selling out during the quarter.
NWAM LLC sold 14,115 Eaton Vance Limited Duration Income Fund shares in Q2 2017, an estimated $195K.
NWAM LLC first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2016 and held it in 4 quarters.
NWAM LLC's Eaton Vance Limited Duration Income Fund position peaked at $195K in Q1 2017.
131 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2017.

Based on NWAM LLC's 13F filing for Q2 2017, filed 27 Jul 2017.