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	–	1031
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

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

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

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return