Pin Oak Investment Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $583K | Hold |
62,173
| – | – | 0.41% | 53 |
|
|
2026
Q1 | $588K | Sell |
62,173
-1,135
| -2% | -$11.1K | 0.42% | 52 |
|
|
2025
Q4 | $629K | Buy |
63,308
+2,300
| +4% | +$23.1K | 0.44% | 50 |
|
|
2025
Q3 | $619K | Buy |
61,008
+5,201
| +9% | +$53K | 0.44% | 46 |
|
|
2025
Q2 | $556K | Sell |
55,807
-626
| -1% | -$6.19K | 0.47% | 44 |
|
|
2025
Q1 | $560K | Sell |
56,433
-9,229
| -14% | -$93.4K | 0.43% | 46 |
|
|
2024
Q4 | $690K | Hold |
65,662
| – | – | 0.63% | 32 |
|
|
2024
Q3 | $690K | Sell |
65,662
-1
| -0% | -$10 | 0.63% | 32 |
|
|
2024
Q2 | $640K | Sell |
65,663
-1,100
| -2% | -$10.6K | 0.61% | 30 |
|
|
2024
Q1 | $651K | Buy |
66,763
+4,335
| +7% | +$42.4K | 0.63% | 34 |
|
|
2023
Q4 | $598K | Buy |
62,428
+8,905
| +17% | +$81.1K | 0.61% | 35 |
|
|
2023
Q3 | $484K | Buy |
53,523
+32,025
| +149% | +$298K | 0.54% | 35 |
|
|
2023
Q2 | $201K | Hold |
21,498
| – | – | 0.22% | 76 |
|
|
2023
Q1 | $212K | Hold |
21,498
| – | – | 0.26% | 69 |
|
|
2022
Q4 | $202K | Buy |
21,498
+1
| +0% | +$10 | 0.25% | 71 |
|
|
2022
Q3 | $198K | Sell |
21,497
-150
| -0.7% | -$1.57K | 0.25% | 68 |
|
|
2022
Q2 | $224K | Sell |
21,647
-71
| -0.3% | -$760 | 0.27% | 61 |
|
|
2022
Q1 | $254K | Sell |
21,718
-2,310
| -10% | -$27.9K | 0.27% | 65 |
|
|
2021
Q4 | $315K | Sell |
24,028
-6,050
| -20% | -$79.6K | 0.32% | 55 |
|
|
2021
Q3 | $396K | Sell |
30,078
-785
| -3% | -$10.4K | 0.44% | 47 |
|
|
2021
Q2 | $409K | Buy |
30,863
+2,550
| +9% | +$32.9K | 0.42% | 47 |
|
|
2021
Q1 | $358K | Hold |
28,313
| – | – | 0.3% | 65 |
|
|
2020
Q4 | $355K | Buy |
28,313
+6,495
| +30% | +$78.2K | 0.29% | 72 |
|
|
2020
Q3 | $247K | Buy |
21,818
+908
| +4% | +$10.5K | 0.24% | 83 |
|
|
2020
Q2 | $236K | Sell |
20,910
-475
| -2% | -$5.17K | 0.22% | 86 |
|
|
2020
Q1 | $226K | Sell |
21,385
-10,915
| -34% | -$135K | 0.24% | 82 |
|
|
2019
Q4 | $428K | Sell |
32,300
-150
| -0.5% | -$1.92K | 0.34% | 62 |
|
|
2019
Q3 | $406K | Buy |
32,450
+85
| +0.3% | +$1.07K | 0.33% | 68 |
|
|
2019
Q2 | $409K | Buy |
32,365
+4,730
| +17% | +$59.8K | 0.32% | 69 |
|
|
2019
Q1 | $350K | Buy |
27,635
+625
| +2% | +$7.78K | 0.28% | 76 |
|
|
2018
Q4 | $322K | Sell |
27,010
-825
| -3% | -$10.1K | 0.29% | 72 |
|
|
2018
Q3 | $353K | Buy |
27,835
+1,410
| +5% | +$17.9K | 0.27% | 73 |
|
|
2018
Q2 | $332K | Buy |
26,425
+2,310
| +10% | +$29.6K | 0.24% | 76 |
|
|
2018
Q1 | $314K | Buy |
24,115
+1,825
| +8% | +$24.2K | 0.25% | 74 |
|
|
2017
Q4 | $304K | Buy |
+22,290
| New | +$306K | 0.23% | 83 |
|
Other funds holding EVV
SIA
GC
CPIG
Pin Oak Investment Advisors's EVV Position: Q2 2026 in Review
Pin Oak Investment Advisors held its Eaton Vance Limited Duration Income Fund (EVV) position steady in Q2 2026 at 62,173 shares worth $583K. The position accounts for 0.41% of the portfolio, ranked #53.
Pin Oak Investment Advisors first reported a position in EVV in Q4 2017 and has held it in 35 quarters since. The position peaked at $690K in Q4 2024. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.
- Pin Oak Investment Advisors held 62,173 shares of Eaton Vance Limited Duration Income Fund worth $583K as of Q2 2026.
- Pin Oak Investment Advisors left its Eaton Vance Limited Duration Income Fund share count unchanged in Q2 2026.
- Eaton Vance Limited Duration Income Fund made up 0.41% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #53 holding.
- Pin Oak Investment Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2017 and has held it in 35 quarters since.
- Pin Oak Investment Advisors's Eaton Vance Limited Duration Income Fund position peaked at $690K in Q4 2024.
- 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.
Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.