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

Realta 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
2023 Q1	–	Sell	-15,713	Closed	-$148K	–	520
2022 Q4	$148K	Buy	+15,713	New	+$152K	0.04%	430
2020 Q1	–	Sell	-787	Closed	-$10K	–	634
2019 Q4	$10K	Buy	787 +4	+0.5%	+$51	﹤0.01%	1127
2019 Q3	$9K	Sell	783 -996	-56%	-$12.5K	﹤0.01%	1135
2019 Q2	$23K	Buy	1,779 +1,260	+243%	+$15.9K	0.01%	887
2019 Q1	$7K	Buy	+519	New	+$6.46K	﹤0.01%	990

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

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

AWA

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

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

KIG

Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Realta Investment Advisors's EVV Position: Q1 2023 in Review

Realta Investment Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2023, closing a stake of 15,713 shares — an estimated $148K sold.

Realta Investment Advisors first reported a position in EVV in Q1 2019 and held it in 5 quarters. The position peaked at $148K in Q4 2022. 154 funds tracked by Wall St. Rank hold EVV as of Q1 2023.

Realta Investment Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2023 after selling out during the quarter.
Realta Investment Advisors sold 15,713 Eaton Vance Limited Duration Income Fund shares in Q1 2023, an estimated $148K.
Realta Investment Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2019 and held it in 5 quarters.
Realta Investment Advisors's Eaton Vance Limited Duration Income Fund position peaked at $148K in Q4 2022.
154 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2023.

Based on Realta Investment Advisors's 13F filing for Q1 2023, filed 5 May 2023.