RIA
EVV

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

Regal 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
2015
Q4 		– Sell
-2,330
Closed -$29K – 456
2015
Q3 		$29K Sell
2,330
-1,120
-32% -$14.9K 0.01% 498
2015
Q2 		$46K Hold
3,450
– – 0.01% 431
2015
Q1 		$50K Buy
3,450
+1,230
+55% +$17.5K 0.01% 429
2014
Q4 		$31K Hold
2,220
– – 0.01% 464
2014
Q3 		$32K Sell
2,220
-800
-26% -$12.1K 0.01% 479
2014
Q2 		$47K Hold
3,020
– – 0.02% 399
2014
Q1 		$46K Buy
+3,020
New +$46.2K 0.02% 359
2013
Q4 		– Sell
-3,020
Closed -$47K – 860
2013
Q3 		$47K Buy
3,020
+20
+0.7% +$303 0.03% 309
2013
Q2 		$48K Buy
+3,000
New +$50.6K 0.03% 295

Other funds holding EVV

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RVPG
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RCM
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SIA
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Invesco
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AAM
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PPA
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Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return