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Pathstone Family Office’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Pathstone Family Office’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
Q3 		$186K Buy
+20,534
New +$191K ﹤0.01% 1530
2017
Q2 		– Sell
-5,272
Closed -$73K – 472
2017
Q1 		$73K Buy
+5,272
New +$73.7K 0.04% 148

Other funds holding EVV

Morgan Stanley
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
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
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Pathstone Family Office's EVV Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Eaton Vance Limited Duration Income Fund (EVV) in Q3 2023: 20,534 shares worth $186K. The stake represents ﹤0.01% of the portfolio and ranks #1530 among its holdings. This is a return to the name: Pathstone Family Office previously reported a position in EVV as recently as Q1 2017.

Pathstone Family Office first reported a position in EVV in Q1 2017 and has held it in 2 quarters since. 154 funds tracked by Wall St. Rank hold EVV as of Q3 2023.

  • Pathstone Family Office held 20,534 shares of Eaton Vance Limited Duration Income Fund worth $186K as of Q3 2023.
  • Eaton Vance Limited Duration Income Fund was a new Pathstone Family Office position in Q3 2023.
  • Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1530 holding.
  • Pathstone Family Office first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2017 and has held it in 2 quarters since.
  • 154 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.