Plante Moran Financial Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Plante Moran Financial 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
2021 Q1	–	Sell	-30,107	Closed	-$377K	–	1023
2020 Q4	$377K	Hold	30,107	–	–	0.12%	106
2020 Q3	$341K	Buy	+30,107	New	+$348K	0.12%	95
2019 Q2	–	Sell	-164	Closed	-$2K	–	793
2019 Q1	$2K	Buy	164 +1	+0.6%	+$12	﹤0.01%	714
2018 Q4	$2K	Buy	163 +2	+1%	+$24	﹤0.01%	707
2018 Q3	$2K	Buy	161 +2	+1%	+$25	﹤0.01%	689
2018 Q2	$2K	Buy	159 +1	+0.6%	+$13	﹤0.01%	719
2018 Q1	$2K	Buy	+158	New	+$2.09K	﹤0.01%	833
2015 Q1	–	Sell	-462	Closed	-$7K	–	741
2014 Q4	$7K	Buy	+462	New	+$6.61K	0.01%	601

Other funds holding EVV

SIA

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

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

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

Plante Moran Financial Advisors's EVV Position: Q1 2021 in Review

Plante Moran Financial Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2021, closing a stake of 30,107 shares — an estimated $377K sold.

Plante Moran Financial Advisors first reported a position in EVV in Q4 2014 and held it in 8 quarters. The position peaked at $377K in Q4 2020. 145 funds tracked by Wall St. Rank hold EVV as of Q1 2021.

Plante Moran Financial Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2021 after selling out during the quarter.
Plante Moran Financial Advisors sold 30,107 Eaton Vance Limited Duration Income Fund shares in Q1 2021, an estimated $377K.
Plante Moran Financial Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2014 and held it in 8 quarters.
Plante Moran Financial Advisors's Eaton Vance Limited Duration Income Fund position peaked at $377K in Q4 2020.
145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2021, filed 13 May 2021.