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

Morgan Stanley
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 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 $295M AUM 31.26% 1-Year Est. Return

Retirement Guys Formula's EVV Position: Q4 2022 in Review

Retirement Guys Formula sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2022, closing a stake of 17,593 shares — an estimated $162K sold.

Retirement Guys Formula first reported a position in EVV in Q4 2021 and held it in 4 quarters. The position peaked at $222K in Q2 2022. 167 funds tracked by Wall St. Rank hold EVV as of Q4 2022.

  • Retirement Guys Formula reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2022 after selling out during the quarter.
  • Retirement Guys Formula sold 17,593 Eaton Vance Limited Duration Income Fund shares in Q4 2022, an estimated $162K.
  • Retirement Guys Formula first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2021 and held it in 4 quarters.
  • Retirement Guys Formula's Eaton Vance Limited Duration Income Fund position peaked at $222K in Q2 2022.
  • 167 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2022.

Based on Retirement Guys Formula's 13F filing for Q4 2022, filed 14 Feb 2023.