PCM
EVV

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

Prelude 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
2018
Q4 		– Sell
-100,000
Closed -$1.27M – 1880
2018
Q3 		$1.27M Hold
100,000
– – 0.07% 306
2018
Q2 		$1.26M Buy
+100,000
New +$1.28M 0.08% 273

Other funds holding EVV

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Prelude Capital Management's EVV Position: Q4 2018 in Review

Prelude Capital Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2018, closing a stake of 100,000 shares — an estimated $1.27M sold.

Prelude Capital Management first reported a position in EVV in Q2 2018 and held it in 2 quarters. The position peaked at $1.27M in Q3 2018. 156 funds tracked by Wall St. Rank hold EVV as of Q4 2018.

  • Prelude Capital Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2018 after selling out during the quarter.
  • Prelude Capital Management sold 100,000 Eaton Vance Limited Duration Income Fund shares in Q4 2018, an estimated $1.27M.
  • Prelude Capital Management first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2018 and held it in 2 quarters.
  • Prelude Capital Management's Eaton Vance Limited Duration Income Fund position peaked at $1.27M in Q3 2018.
  • 156 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2018.

Based on Prelude Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.