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Polaris Wealth Advisory Group’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Polaris Wealth Advisory Group’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
Q2 		– Sell
-500
Closed -$8K – 94
2014
Q1 		$8K Buy
+500
New +$7.64K ﹤0.01% 131

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U
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SIA
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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Polaris Wealth Advisory Group's EVV Position: Q2 2014 in Review

Polaris Wealth Advisory Group sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2014, closing a stake of 500 shares — an estimated $8K sold.

Polaris Wealth Advisory Group first reported a position in EVV in Q1 2014 and held it in 1 quarter. The position peaked at $8K in Q1 2014. 110 funds tracked by Wall St. Rank hold EVV as of Q2 2014.

  • Polaris Wealth Advisory Group reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2014 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 500 Eaton Vance Limited Duration Income Fund shares in Q2 2014, an estimated $8K.
  • Polaris Wealth Advisory Group first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2014 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Eaton Vance Limited Duration Income Fund position peaked at $8K in Q1 2014.
  • 110 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2014.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2014, filed 5 Aug 2014.