OFG
EVV

Oxford Financial Group’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Oxford Financial Group’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
2024
Q3 		– Sell
-226,137
Closed -$2.2M – 307
2024
Q2 		$2.2M Buy
+226,137
New +$2.19M 0.15% 59

Other funds holding EVV

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Oxford Financial Group's EVV Position: Q3 2024 in Review

Oxford Financial Group sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2024, closing a stake of 226,137 shares — an estimated $2.2M sold.

Oxford Financial Group first reported a position in EVV in Q2 2024 and held it in 1 quarter. The position peaked at $2.2M in Q2 2024. 144 funds tracked by Wall St. Rank hold EVV as of Q3 2024.

  • Oxford Financial Group reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2024 after selling out during the quarter.
  • Oxford Financial Group sold 226,137 Eaton Vance Limited Duration Income Fund shares in Q3 2024, an estimated $2.2M.
  • Oxford Financial Group first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2024 and held it in 1 quarter.
  • Oxford Financial Group's Eaton Vance Limited Duration Income Fund position peaked at $2.2M in Q2 2024.
  • 144 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2024.

Based on Oxford Financial Group's 13F filing for Q3 2024, filed 12 Nov 2024.