Pointe Capital Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Pointe Capital Management’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
2026 Q1	$455K	Buy	48,127 +21,887	+83%	+$213K	0.23%	95
2025 Q4	$260K	Buy	26,240 +5,005	+24%	+$50.2K	0.13%	129
2025 Q3	$216K	Sell	21,235 -1,905	-8%	-$19.4K	0.11%	150
2025 Q2	$237K	Buy	23,140 +95	+0.4%	+$939	0.12%	139
2025 Q1	$230K	Buy	23,045 +91	+0.4%	+$921	0.13%	142
2024 Q4	$224K	Buy	22,954 +95	+0.4%	+$970	0.13%	141
2024 Q3	$240K	Buy	22,859 +95	+0.4%	+$955	0.14%	141
2024 Q2	$222K	Buy	22,764 +96	+0.4%	+$928	0.14%	142
2024 Q1	$221K	Buy	22,668 +93	+0.4%	+$909	0.14%	146
2023 Q4	$216K	Sell	22,575 -907	-4%	-$8.26K	0.15%	139
2023 Q3	$212K	Sell	23,482 -859	-4%	-$7.99K	0.16%	128
2023 Q2	$228K	Sell	24,341 -1,010	-4%	-$9.39K	0.17%	131
2023 Q1	$250K	Buy	25,351 +103	+0.4%	+$1.03K	0.18%	124
2022 Q4	$237K	Sell	25,248 -1,896	-7%	-$18.3K	0.18%	130
2022 Q3	$250K	Sell	27,144 -8,565	-24%	-$89.7K	0.2%	119
2022 Q2	$369K	Sell	35,709 -2,410	-6%	-$25.8K	0.28%	93
2022 Q1	$446K	Sell	38,119 -1,757	-4%	-$21.2K	0.29%	93
2021 Q4	$522K	Sell	39,876 -4,707	-11%	-$62K	0.32%	81
2021 Q3	$588K	Sell	44,583 -6,000	-12%	-$79.7K	0.41%	70
2021 Q2	$671K	Sell	50,583 -2,575	-5%	-$33.2K	0.47%	59
2021 Q1	$671K	Sell	53,158 -2,500	-4%	-$31.4K	0.48%	51
2020 Q4	$697K	Sell	55,658 -1,000	-2%	-$12K	0.59%	42
2020 Q3	$641K	Hold	56,658	–	–	0.56%	50
2020 Q2	$639K	Sell	56,658 -2,120	-4%	-$23.1K	0.57%	45
2020 Q1	$621K	Sell	58,778 -2,000	-3%	-$24.8K	0.6%	43
2019 Q4	$805K	Sell	60,778 -521	-0.8%	-$6.68K	0.68%	43
2019 Q3	$766K	Sell	61,299 -2,343	-4%	-$29.4K	0.65%	44
2019 Q2	$805K	Sell	63,642 -9,689	-13%	-$122K	0.66%	44
2019 Q1	$928K	Sell	73,331 -3,292	-4%	-$41K	0.78%	35
2018 Q4	$913K	Sell	76,623 -8,197	-10%	-$99.9K	0.89%	31
2018 Q3	$1.08M	Sell	84,820 -4,200	-5%	-$53.2K	0.85%	30
2018 Q2	$1.12M	Buy	89,020 +57	+0.1%	+$731	0.96%	26
2018 Q1	$1.16M	Sell	88,963 -878	-1%	-$11.6K	1%	25
2017 Q4	$1.23M	Sell	89,841 -12,052	-12%	-$166K	0.98%	26
2017 Q3	$1.43M	Hold	101,893	–	–	1.05%	24
2017 Q2	$1.44M	Buy	101,893 +10,200	+11%	+$142K	1.03%	26
2017 Q1	$1.27M	Buy	+91,693	New	+$1.28M	0.97%	30
2016 Q4	–	Sell	-105,946	Closed	-$1.45M	–	184
2016 Q3	$1.45M	Sell	105,946 -2,900	-3%	-$39.6K	1.06%	24
2016 Q2	$1.46M	Sell	108,846 -2,529	-2%	-$33.5K	1.07%	22
2016 Q1	$1.47M	Sell	111,375 -576	-0.5%	-$7.18K	1.16%	20
2015 Q4	$1.43M	Sell	111,951 -38,204	-25%	-$490K	1.03%	25
2015 Q3	$1.9M	Sell	150,155 -18,418	-11%	-$245K	1.16%	22
2015 Q2	$2.27M	Sell	168,573 -5,062	-3%	-$72K	1.02%	22
2015 Q1	$2.5M	Buy	+173,635	New	+$2.47M	1.17%	23

Other funds holding EVV

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

SIA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pointe Capital Management's EVV Position: Q1 2026 in Review

Pointe Capital Management increased its Eaton Vance Limited Duration Income Fund (EVV) stake by 83% in Q1 2026, buying an estimated $213K and bringing the position to 48,127 shares worth $455K. The position accounts for 0.23% of the portfolio, ranked #95.

Pointe Capital Management first reported a position in EVV in Q1 2015 and has held it in 44 quarters since. The position peaked at $2.5M in Q1 2015. 136 funds tracked by Wall St. Rank hold EVV as of Q1 2026.

Pointe Capital Management held 48,127 shares of Eaton Vance Limited Duration Income Fund worth $455K as of Q1 2026.
Pointe Capital Management bought 21,887 Eaton Vance Limited Duration Income Fund shares in Q1 2026, an estimated $213K.
Eaton Vance Limited Duration Income Fund made up 0.23% of Pointe Capital Management's portfolio in Q1 2026, its #95 holding.
Pointe Capital Management first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2015 and has held it in 44 quarters since.
Pointe Capital Management's Eaton Vance Limited Duration Income Fund position peaked at $2.5M in Q1 2015.
136 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2026.

Based on Pointe Capital Management's 13F filing for Q1 2026, filed 15 May 2026.