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

Optimum 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
2022 Q4	–	Sell	-2,500	Closed	-$23K	–	787
2022 Q3	$23K	Hold	2,500	–	–	0.01%	480
2022 Q2	$26K	Hold	2,500	–	–	0.01%	478
2022 Q1	$29K	Hold	2,500	–	–	0.01%	524
2021 Q4	$33K	Hold	2,500	–	–	0.01%	530
2021 Q3	$33K	Sell	2,500 -2,000	-44%	-$26.6K	0.01%	528
2021 Q2	$60K	Hold	4,500	–	–	0.02%	463
2021 Q1	$57K	Hold	4,500	–	–	0.02%	474
2020 Q4	$56K	Hold	4,500	–	–	0.02%	457
2020 Q3	$51K	Hold	4,500	–	–	0.02%	442
2020 Q2	$51K	Hold	4,500	–	–	0.02%	440
2020 Q1	$48K	Hold	4,500	–	–	0.02%	435
2019 Q4	$60K	Hold	4,500	–	–	0.02%	482
2019 Q3	$56K	Hold	4,500	–	–	0.02%	493
2019 Q2	$57K	Hold	4,500	–	–	0.02%	482
2019 Q1	$57K	Hold	4,500	–	–	0.02%	485
2018 Q4	$54K	Buy	4,500 +1,300	+41%	+$15.9K	0.02%	456
2018 Q3	$41K	Buy	3,200 +700	+28%	+$8.87K	0.01%	571
2018 Q2	$31K	Buy	+2,500	New	+$32.1K	0.01%	635

Other funds holding EVV

Morgan Stanley New York $1.89T AUM 35.08% 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

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

CPIG

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

KIG

Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return

Optimum Investment Advisors's EVV Position: Q4 2022 in Review

Optimum Investment Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2022, closing a stake of 2,500 shares — an estimated $23K sold.

Optimum Investment Advisors first reported a position in EVV in Q2 2018 and held it in 18 quarters. The position peaked at $60K in Q2 2021. 167 funds tracked by Wall St. Rank hold EVV as of Q4 2022.

Optimum Investment Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2022 after selling out during the quarter.
Optimum Investment Advisors sold 2,500 Eaton Vance Limited Duration Income Fund shares in Q4 2022, an estimated $23K.
Optimum Investment Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2018 and held it in 18 quarters.
Optimum Investment Advisors's Eaton Vance Limited Duration Income Fund position peaked at $60K in Q2 2021.
167 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2022.

Based on Optimum Investment Advisors's 13F filing for Q4 2022, filed 5 Jan 2023.