OneDigital Investment Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

OneDigital Investment 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
2019 Q3	–	Sell	-1,350	Closed	-$17K	–	740
2019 Q2	$17K	Hold	1,350	–	–	﹤0.01%	844
2019 Q1	$17K	Hold	1,350	–	–	﹤0.01%	776
2018 Q4	$16K	Hold	1,350	–	–	﹤0.01%	748
2018 Q3	$17K	Hold	1,350	–	–	﹤0.01%	707
2018 Q2	$17K	Hold	1,350	–	–	﹤0.01%	867
2018 Q1	$18K	Hold	1,350	–	–	﹤0.01%	853
2017 Q4	$18K	Hold	1,350	–	–	﹤0.01%	841
2017 Q3	$19K	Hold	1,350	–	–	0.01%	658
2017 Q2	$19K	Buy	+1,350	New	+$18.8K	0.01%	759

Other funds holding EVV

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

SIA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RVPG

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PPA

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

OneDigital Investment Advisors's EVV Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2019, closing a stake of 1,350 shares — an estimated $17K sold.

OneDigital Investment Advisors first reported a position in EVV in Q2 2017 and held it in 9 quarters. The position peaked at $19K in Q3 2017. 144 funds tracked by Wall St. Rank hold EVV as of Q3 2019.

OneDigital Investment Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 1,350 Eaton Vance Limited Duration Income Fund shares in Q3 2019, an estimated $17K.
OneDigital Investment Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2017 and held it in 9 quarters.
OneDigital Investment Advisors's Eaton Vance Limited Duration Income Fund position peaked at $19K in Q3 2017.
144 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.