RG
EVV

Rikoon Group’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Rikoon Group’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
2018
Q2 		– Sell
-12,132
Closed -$157K – 203
2018
Q1 		$157K Buy
+12,132
New +$161K 0.06% 190

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Rikoon Group's EVV Position: Q2 2018 in Review

Rikoon Group sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2018, closing a stake of 12,132 shares — an estimated $157K sold.

Rikoon Group first reported a position in EVV in Q1 2018 and held it in 1 quarter. The position peaked at $157K in Q1 2018. 158 funds tracked by Wall St. Rank hold EVV as of Q2 2018.

  • Rikoon Group reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2018 after selling out during the quarter.
  • Rikoon Group sold 12,132 Eaton Vance Limited Duration Income Fund shares in Q2 2018, an estimated $157K.
  • Rikoon Group first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2018 and held it in 1 quarter.
  • Rikoon Group's Eaton Vance Limited Duration Income Fund position peaked at $157K in Q1 2018.
  • 158 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2018.

Based on Rikoon Group's 13F filing for Q2 2018, filed 14 Aug 2018.