&Partners’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

&Partners’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
2023 Q4	–	Sell	-11,068	Closed	-$100K	–	299
2023 Q3	$100K	Buy	11,068 +183	+2%	+$1.7K	0.05%	179
2023 Q2	$102K	Buy	10,885 +179	+2%	+$1.66K	0.05%	192
2023 Q1	$105K	Buy	10,706 +206	+2%	+$2.07K	0.05%	180
2022 Q4	$98.6K	Buy	10,500 +208	+2%	+$2.01K	0.05%	182
2022 Q3	$95K	Buy	10,292 +185	+2%	+$1.94K	0.06%	181
2022 Q2	$104K	Buy	+10,107	New	+$108K	0.06%	186
2019 Q3	–	Sell	-11,200	Closed	-$142K	–	161
2019 Q2	$142K	Buy	11,200 +78	+0.7%	+$986	0.2%	132
2019 Q1	$141K	Sell	11,122 -516	-4%	-$6.43K	0.2%	126
2018 Q4	$132K	Buy	+11,638	New	+$142K	0.22%	117

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CPIG

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

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

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

&Partners's EVV Position: Q4 2023 in Review

&Partners sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2023, closing a stake of 11,068 shares — an estimated $100K sold.

&Partners first reported a position in EVV in Q4 2018 and held it in 9 quarters. The position peaked at $142K in Q2 2019. 165 funds tracked by Wall St. Rank hold EVV as of Q4 2023.

&Partners reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2023 after selling out during the quarter.
&Partners sold 11,068 Eaton Vance Limited Duration Income Fund shares in Q4 2023, an estimated $100K.
&Partners first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2018 and held it in 9 quarters.
&Partners's Eaton Vance Limited Duration Income Fund position peaked at $142K in Q2 2019.
165 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2023.

Based on &Partners's 13F filing for Q4 2023, filed 9 Jan 2024.