Powell Investment Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Powell Investment 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
2022 Q1	–	Sell	-25,445	Closed	-$333K	–	131
2021 Q4	$333K	Buy	25,445 +572	+2%	+$7.53K	0.19%	71
2021 Q3	$328K	Buy	24,873 +554	+2%	+$7.35K	0.2%	70
2021 Q2	$322K	Buy	24,319 +557	+2%	+$7.18K	0.2%	70
2021 Q1	$300K	Buy	23,762 +557	+2%	+$7K	0.2%	71
2020 Q4	$291K	Buy	23,205 +566	+3%	+$6.82K	0.22%	64
2020 Q3	$256K	Buy	22,639 +577	+3%	+$6.67K	0.22%	70
2020 Q2	$249K	Buy	22,062 +600	+3%	+$6.54K	0.24%	73
2020 Q1	$227K	Sell	21,462 -3,388	-14%	-$42K	0.27%	73
2019 Q4	$329K	Buy	+24,850	New	+$319K	0.34%	63

Other funds holding EVV

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

SIA

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

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Powell Investment Advisors's EVV Position: Q1 2022 in Review

Powell Investment Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2022, closing a stake of 25,445 shares — an estimated $333K sold.

Powell Investment Advisors first reported a position in EVV in Q4 2019 and held it in 9 quarters. The position peaked at $333K in Q4 2021. 155 funds tracked by Wall St. Rank hold EVV as of Q1 2022.

Powell Investment Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2022 after selling out during the quarter.
Powell Investment Advisors sold 25,445 Eaton Vance Limited Duration Income Fund shares in Q1 2022, an estimated $333K.
Powell Investment Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2019 and held it in 9 quarters.
Powell Investment Advisors's Eaton Vance Limited Duration Income Fund position peaked at $333K in Q4 2021.
155 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2022.

Based on Powell Investment Advisors's 13F filing for Q1 2022, filed 9 May 2022.