PI
EVV

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

PFG Investments’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
2026
Q1 		$299K Buy
31,593
+367
+1% +$3.58K 0.01% 857
2025
Q4 		$309K Buy
31,226
+6,401
+26% +$64.2K 0.01% 794
2025
Q3 		$252K Buy
24,825
+5,141
+26% +$52.4K 0.01% 867
2025
Q2 		$202K Sell
19,684
-1,814
-8% -$17.9K 0.01% 914
2025
Q1 		$215K Buy
21,498
+264
+1% +$2.67K 0.01% 852
2024
Q4 		$207K Sell
21,234
-2,962
-12% -$30.3K 0.01% 889
2024
Q3 		$254K Buy
24,196
+1,851
+8% +$18.6K 0.02% 791
2024
Q2 		$218K Buy
22,345
+1,738
+8% +$16.8K 0.02% 783
2024
Q1 		$201K Buy
+20,607
New +$201K 0.01% 914

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return