OPS
EVV icon

Orion Portfolio Solutions’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-676
Closed -$8K – 919
2020
Q2 		$8K Buy
+676
New +$7.36K ﹤0.01% 1282

Other funds holding EVV

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 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
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Orion Portfolio Solutions's EVV Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2020, closing a stake of 676 shares — an estimated $8K sold.

Orion Portfolio Solutions first reported a position in EVV in Q2 2020 and held it in 1 quarter. The position peaked at $8K in Q2 2020. 140 funds tracked by Wall St. Rank hold EVV as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 676 Eaton Vance Limited Duration Income Fund shares in Q3 2020, an estimated $8K.
  • Orion Portfolio Solutions first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's Eaton Vance Limited Duration Income Fund position peaked at $8K in Q2 2020.
  • 140 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.