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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

PPA

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Regal Investment Advisors's EVV Position: Q4 2015 in Review

Regal Investment Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2015, closing a stake of 2,330 shares — an estimated $29K sold.

Regal Investment Advisors first reported a position in EVV in Q2 2013 and held it in 9 quarters. The position peaked at $50K in Q1 2015. 139 funds tracked by Wall St. Rank hold EVV as of Q4 2015.

Regal Investment Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 2,330 Eaton Vance Limited Duration Income Fund shares in Q4 2015, an estimated $29K.
Regal Investment Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2013 and held it in 9 quarters.
Regal Investment Advisors's Eaton Vance Limited Duration Income Fund position peaked at $50K in Q1 2015.
139 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.