PCMC
EVV

Paragon Capital Management (Colorado)’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Paragon Capital Management (Colorado)’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
Q1 		– Sell
-3,000
Closed -$39K – 283
2021
Q4 		$39K Buy
+3,000
New +$39.5K 0.01% 372

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Paragon Capital Management (Colorado)'s EVV Position: Q1 2022 in Review

Paragon Capital Management (Colorado) sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2022, closing a stake of 3,000 shares — an estimated $39K sold.

Paragon Capital Management (Colorado) first reported a position in EVV in Q4 2021 and held it in 1 quarter. The position peaked at $39K in Q4 2021. 155 funds tracked by Wall St. Rank hold EVV as of Q1 2022.

  • Paragon Capital Management (Colorado) reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2022 after selling out during the quarter.
  • Paragon Capital Management (Colorado) sold 3,000 Eaton Vance Limited Duration Income Fund shares in Q1 2022, an estimated $39K.
  • Paragon Capital Management (Colorado) first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2021 and held it in 1 quarter.
  • Paragon Capital Management (Colorado)'s Eaton Vance Limited Duration Income Fund position peaked at $39K in Q4 2021.
  • 155 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2022.

Based on Paragon Capital Management (Colorado)'s 13F filing for Q1 2022, filed 19 Apr 2022.