Quadrant Private Wealth Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Quadrant Private Wealth 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
2020 Q1	–	Sell	-191,604	Closed	-$2.54M	–	156
2019 Q4	$2.54M	Sell	191,604 -21,325	-10%	-$273K	2.27%	10
2019 Q3	$2.66M	Buy	+212,929	New	+$2.68M	2.45%	10
2019 Q2	–	Hold	0	–	–	–	10
2019 Q1	–	Hold	0	–	–	–	8
2018 Q4	–	Hold	0	–	–	–	8
2018 Q3	–	Hold	0	–	–	–	7
2018 Q2	–	Hold	0	–	–	–	6
2018 Q1	–	Hold	0	–	–	–	5
2017 Q4	–	Hold	0	–	–	–	7

Other funds holding EVV

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

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

PPA

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

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

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

CPIG

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

Quadrant Private Wealth Management's EVV Position: Q1 2020 in Review

Quadrant Private Wealth Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2020, closing a stake of 191,604 shares — an estimated $2.54M sold.

Quadrant Private Wealth Management first reported a position in EVV in Q3 2019 and held it in 2 quarters. The position peaked at $2.66M in Q3 2019. 141 funds tracked by Wall St. Rank hold EVV as of Q1 2020.

Quadrant Private Wealth Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2020 after selling out during the quarter.
Quadrant Private Wealth Management sold 191,604 Eaton Vance Limited Duration Income Fund shares in Q1 2020, an estimated $2.54M.
Quadrant Private Wealth Management first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2019 and held it in 2 quarters.
Quadrant Private Wealth Management's Eaton Vance Limited Duration Income Fund position peaked at $2.66M in Q3 2019.
141 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2020.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.