Peachtree Investment Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Peachtree Investment 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
2015 Q3	–	Sell	-40,119	Closed	-$540K	–	149
2015 Q2	$540K	Hold	40,119	–	–	0.4%	69
2015 Q1	$577K	Sell	40,119 -1,700	-4%	-$24.1K	0.41%	68
2014 Q4	$590K	Hold	41,819	–	–	0.4%	74
2014 Q3	$610K	Buy	41,819 +15,700	+60%	+$237K	0.41%	74
2014 Q2	$407K	Sell	26,119 -960	-4%	-$14.8K	0.27%	90
2014 Q1	$413K	Buy	27,079 +14,000	+107%	+$214K	0.28%	92
2013 Q4	$200K	Buy	+13,079	New	+$197K	0.14%	125

Other funds holding EVV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Peachtree Investment Advisors's EVV Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2015, closing a stake of 40,119 shares — an estimated $540K sold.

Peachtree Investment Advisors first reported a position in EVV in Q4 2013 and held it in 7 quarters. The position peaked at $610K in Q3 2014. 125 funds tracked by Wall St. Rank hold EVV as of Q3 2015.

Peachtree Investment Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2015 after selling out during the quarter.
Peachtree Investment Advisors sold 40,119 Eaton Vance Limited Duration Income Fund shares in Q3 2015, an estimated $540K.
Peachtree Investment Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2013 and held it in 7 quarters.
Peachtree Investment Advisors's Eaton Vance Limited Duration Income Fund position peaked at $610K in Q3 2014.
125 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.