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

Placemark 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
2014 Q4	$312K	Buy	+22,123	New	+$316K	0.01%	1388
2014 Q1	–	Sell	-16,067	Closed	-$246K	–	1601
2013 Q4	$246K	Sell	16,067 -1,692	-10%	-$25.5K	﹤0.01%	1437
2013 Q3	$277K	Sell	17,759 -1,641	-8%	-$24.8K	0.01%	1357
2013 Q2	$309K	Buy	+19,400	New	+$327K	0.01%	1267

Other funds holding EVV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

RVP

Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Placemark Investments's EVV Position: Q4 2014 in Review

Placemark Investments opened a new position in Eaton Vance Limited Duration Income Fund (EVV) in Q4 2014: 22,123 shares worth $312K. The stake represents 0.01% of the portfolio and ranks #1388 among its holdings. This is a return to the name: Placemark Investments previously reported a position in EVV as recently as Q4 2013.

Placemark Investments first reported a position in EVV in Q2 2013 and has held it in 4 quarters since. 122 funds tracked by Wall St. Rank hold EVV as of Q4 2014.

Placemark Investments held 22,123 shares of Eaton Vance Limited Duration Income Fund worth $312K as of Q4 2014.
Eaton Vance Limited Duration Income Fund was a new Placemark Investments position in Q4 2014.
Eaton Vance Limited Duration Income Fund made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1388 holding.
Placemark Investments first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2013 and has held it in 4 quarters since.
122 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.