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

PFG 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
2023 Q3	–	Sell	-10,060	Closed	-$94.2K	–	626
2023 Q2	$94.2K	Hold	10,060	–	–	0.01%	659
2023 Q1	$99.1K	Hold	10,060	–	–	0.01%	626
2022 Q4	$94.5K	Hold	10,060	–	–	0.01%	553
2022 Q3	$93K	Hold	10,060	–	–	0.01%	507
2022 Q2	$104K	Hold	10,060	–	–	0.01%	385
2022 Q1	$118K	Hold	10,060	–	–	0.01%	404
2021 Q4	$132K	Hold	10,060	–	–	0.01%	516
2021 Q3	$133K	Hold	10,060	–	–	0.01%	495
2021 Q2	$133K	Hold	10,060	–	–	0.02%	472
2021 Q1	$127K	Buy	+10,060	New	+$127K	0.02%	447
2019 Q1	–	Sell	-37,457	Closed	-$469K	–	298
2018 Q4	$469K	Buy	+37,457	New	+$457K	0.15%	179

Other funds holding EVV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return