SeaBridge Investment Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

SeaBridge Investment 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
2017 Q1	–	Sell	-3,575	Closed	-$49K	–	264
2016 Q4	$49K	Hold	3,575	–	–	0.01%	173
2016 Q3	$49K	Hold	3,575	–	–	0.01%	173
2016 Q2	$48K	Buy	3,575 +760	+27%	+$10.1K	0.01%	172
2016 Q1	$37K	Hold	2,815	–	–	0.01%	178
2015 Q4	$36K	Sell	2,815 -1,000	-26%	-$12.8K	0.01%	178
2015 Q3	$48K	Hold	3,815	–	–	0.01%	169
2015 Q2	$51K	Hold	3,815	–	–	0.01%	164
2015 Q1	$55K	Hold	3,815	–	–	0.01%	171
2014 Q4	$54K	Hold	3,815	–	–	0.01%	176
2014 Q3	$56K	Sell	3,815 -550	-13%	-$8.29K	0.01%	154
2014 Q2	$68K	Sell	4,365 -2,190	-33%	-$33.8K	0.01%	158
2014 Q1	$100K	Buy	6,555 +425	+7%	+$6.5K	0.02%	145
2013 Q4	$94K	Sell	6,130 -2,580	-30%	-$38.9K	0.02%	159
2013 Q3	$136K	Sell	8,710 -290	-3%	-$4.39K	0.03%	141
2013 Q2	$144K	Buy	+9,000	New	+$152K	0.04%	135

Other funds holding EVV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

SeaBridge Investment Advisors's EVV Position: Q1 2017 in Review

SeaBridge Investment Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2017, closing a stake of 3,575 shares — an estimated $49K sold.

SeaBridge Investment Advisors first reported a position in EVV in Q2 2013 and held it in 15 quarters. The position peaked at $144K in Q2 2013. 130 funds tracked by Wall St. Rank hold EVV as of Q1 2017.

SeaBridge Investment Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2017 after selling out during the quarter.
SeaBridge Investment Advisors sold 3,575 Eaton Vance Limited Duration Income Fund shares in Q1 2017, an estimated $49K.
SeaBridge Investment Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2013 and held it in 15 quarters.
SeaBridge Investment Advisors's Eaton Vance Limited Duration Income Fund position peaked at $144K in Q2 2013.
130 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2017.

Based on SeaBridge Investment Advisors's 13F filing for Q1 2017, filed 18 Apr 2017.