RFM
EVV

Royal Fund Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Royal Fund Management’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
Q3 		– Sell
-2,375
Closed -$29K – 553
2018
Q2 		$29K Buy
+2,375
New +$30.5K 0.01% 249
2017
Q1 		– Sell
-1
Closed – – 432
2016
Q4 		$0 Buy
+1
New +$13 ﹤0.01% 392

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Royal Fund Management's EVV Position: Q3 2018 in Review

Royal Fund Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2018, closing a stake of 2,375 shares — an estimated $29K sold.

Royal Fund Management first reported a position in EVV in Q4 2016 and held it in 2 quarters. The position peaked at $29K in Q2 2018. 154 funds tracked by Wall St. Rank hold EVV as of Q3 2018.

  • Royal Fund Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2018 after selling out during the quarter.
  • Royal Fund Management sold 2,375 Eaton Vance Limited Duration Income Fund shares in Q3 2018, an estimated $29K.
  • Royal Fund Management first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2016 and held it in 2 quarters.
  • Royal Fund Management's Eaton Vance Limited Duration Income Fund position peaked at $29K in Q2 2018.
  • 154 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2018.

Based on Royal Fund Management's 13F filing for Q3 2018, filed 7 May 2020.