RC
EVV

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

Rareview Capital’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
2024
Q4 		– Sell
-73,810
Closed -$776K – 55
2024
Q3 		$776K Buy
+73,810
New +$742K 0.58% 40

Other funds holding EVV

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SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Rareview Capital's EVV Position: Q4 2024 in Review

Rareview Capital sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2024, closing a stake of 73,810 shares — an estimated $776K sold.

Rareview Capital first reported a position in EVV in Q3 2024 and held it in 1 quarter. The position peaked at $776K in Q3 2024. 166 funds tracked by Wall St. Rank hold EVV as of Q4 2024.

  • Rareview Capital reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2024 after selling out during the quarter.
  • Rareview Capital sold 73,810 Eaton Vance Limited Duration Income Fund shares in Q4 2024, an estimated $776K.
  • Rareview Capital first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2024 and held it in 1 quarter.
  • Rareview Capital's Eaton Vance Limited Duration Income Fund position peaked at $776K in Q3 2024.
  • 166 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2024.

Based on Rareview Capital's 13F filing for Q4 2024, filed 10 Feb 2025.