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 $1.89T 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

PCM

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

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

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

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

PFG Advisors's EVV Position: Q3 2023 in Review

PFG Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2023, closing a stake of 10,060 shares — an estimated $94.2K sold.

PFG Advisors first reported a position in EVV in Q4 2018 and held it in 11 quarters. The position peaked at $469K in Q4 2018. 154 funds tracked by Wall St. Rank hold EVV as of Q3 2023.

PFG Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2023 after selling out during the quarter.
PFG Advisors sold 10,060 Eaton Vance Limited Duration Income Fund shares in Q3 2023, an estimated $94.2K.
PFG Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2018 and held it in 11 quarters.
PFG Advisors's Eaton Vance Limited Duration Income Fund position peaked at $469K in Q4 2018.
154 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2023.

Based on PFG Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.