PWPS
EVV

Pinnacle Wealth Planning Services’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-5,047
Closed -$63K – 873
2020
Q4 		$63K Buy
+5,047
New +$60.8K 0.02% 674

Other funds holding EVV

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Pinnacle Wealth Planning Services's EVV Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2021, closing a stake of 5,047 shares — an estimated $63K sold.

Pinnacle Wealth Planning Services first reported a position in EVV in Q4 2020 and held it in 1 quarter. The position peaked at $63K in Q4 2020. 145 funds tracked by Wall St. Rank hold EVV as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 5,047 Eaton Vance Limited Duration Income Fund shares in Q1 2021, an estimated $63K.
  • Pinnacle Wealth Planning Services first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Eaton Vance Limited Duration Income Fund position peaked at $63K in Q4 2020.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.