SLWA
EVV

San Luis Wealth Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

San Luis Wealth 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
2022
Q2 		– Sell
-27,105
Closed -$355K – 189
2022
Q1 		$355K Hold
27,105
– – 0.17% 103
2021
Q4 		$355K Buy
+27,105
New +$357K 0.36% 58

Other funds holding EVV

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SIA
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
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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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

San Luis Wealth Advisors's EVV Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2022, closing a stake of 27,105 shares — an estimated $355K sold.

San Luis Wealth Advisors first reported a position in EVV in Q4 2021 and held it in 2 quarters. The position peaked at $355K in Q1 2022. 150 funds tracked by Wall St. Rank hold EVV as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 27,105 Eaton Vance Limited Duration Income Fund shares in Q2 2022, an estimated $355K.
  • San Luis Wealth Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2021 and held it in 2 quarters.
  • San Luis Wealth Advisors's Eaton Vance Limited Duration Income Fund position peaked at $355K in Q1 2022.
  • 150 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.