RGF
EVV

Retirement Guys Formula’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Retirement Guys Formula’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
2022
Q4 		– Sell
-17,593
Closed -$162K – 120
2022
Q3 		$162K Sell
17,593
-3,899
-18% -$40.8K 0.17% 117
2022
Q2 		$222K Buy
21,492
+6,966
+48% +$74.6K 0.23% 118
2022
Q1 		$170K Sell
14,526
-625
-4% -$7.54K 0.11% 128
2021
Q4 		$198K Buy
+15,151
New +$199K 0.16% 109

Other funds holding EVV

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return