PFA
EVV

Pathway Financial Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Pathway Financial Advisors’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
2018
Q2 		– Sell
-11
Closed – – 418
2018
Q1 		$0 Hold
11
– – ﹤0.01% 435
2017
Q4 		$0 Buy
+11
New +$151 ﹤0.01% 456

Other funds holding EVV

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UBS Group
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SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pathway Financial Advisors's EVV Position: Q2 2018 in Review

Pathway Financial Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2018, closing a stake of 11 shares.

Pathway Financial Advisors first reported a position in EVV in Q4 2017 and held it in 2 quarters. The position peaked at $0 in Q1 2018. 158 funds tracked by Wall St. Rank hold EVV as of Q2 2018.

  • Pathway Financial Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 11 Eaton Vance Limited Duration Income Fund shares in Q2 2018.
  • Pathway Financial Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2017 and held it in 2 quarters.
  • Pathway Financial Advisors's Eaton Vance Limited Duration Income Fund position peaked at $0 in Q1 2018.
  • 158 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2018.

Based on Pathway Financial Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.