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

Raleigh 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
2023 Q3	–	Sell	-1,100	Closed	-$10.3K	–	979
2023 Q2	$10.3K	Sell	1,100 -300	-21%	-$2.79K	0.01%	478
2023 Q1	$13.8K	Hold	1,400	–	–	0.01%	438
2022 Q4	$13.1K	Buy	1,400 +100	+8%	+$966	0.01%	383
2022 Q3	$12K	Hold	1,300	–	–	0.01%	336
2022 Q2	$13K	Buy	1,300 +100	+8%	+$1.07K	0.01%	322
2022 Q1	$14K	Buy	1,200 +200	+20%	+$2.41K	0.01%	321
2021 Q4	$13K	Buy	+1,000	New	+$13.2K	0.01%	179

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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CPIG

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

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Raleigh Capital Management's EVV Position: Q3 2023 in Review

Raleigh Capital Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2023, closing a stake of 1,100 shares — an estimated $10.3K sold.

Raleigh Capital Management first reported a position in EVV in Q4 2021 and held it in 7 quarters. The position peaked at $14K in Q1 2022. 154 funds tracked by Wall St. Rank hold EVV as of Q3 2023.

Raleigh Capital Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2023 after selling out during the quarter.
Raleigh Capital Management sold 1,100 Eaton Vance Limited Duration Income Fund shares in Q3 2023, an estimated $10.3K.
Raleigh Capital Management first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2021 and held it in 7 quarters.
Raleigh Capital Management's Eaton Vance Limited Duration Income Fund position peaked at $14K in Q1 2022.
154 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2023.

Based on Raleigh Capital Management's 13F filing for Q3 2023, filed 6 Dec 2023.