SWM
EVV

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

SeaCrest Wealth 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
2025
Q1 		– Sell
-17,243
Closed -$168K – 672
2024
Q4 		$168K Sell
17,243
-270
-2% -$2.76K 0.02% 626
2024
Q3 		$184K Hold
17,513
– – 0.02% 622
2024
Q2 		$171K Sell
17,513
-6,305
-26% -$60.9K 0.02% 587
2024
Q1 		$232K Sell
23,818
-1,810
-7% -$17.7K 0.03% 526
2023
Q4 		$248K Sell
25,628
-1,824
-7% -$16.6K 0.03% 516
2023
Q3 		$248K Buy
27,452
+256
+0.9% +$2.38K 0.03% 507
2023
Q2 		$255K Buy
27,196
+608
+2% +$5.65K 0.03% 508
2023
Q1 		$262K Buy
26,588
+4,361
+20% +$43.8K 0.04% 503
2022
Q4 		$209K Buy
22,227
+1,834
+9% +$17.7K 0.03% 552
2022
Q3 		$188K Buy
20,393
+69
+0.3% +$722 0.03% 556
2022
Q2 		$210K Sell
20,324
-13
-0.1% -$139 0.03% 584
2022
Q1 		$238K Buy
20,337
+9,878
+94% +$119K 0.03% 594
2021
Q4 		$137K Buy
10,459
+165
+2% +$2.17K 0.02% 674
2021
Q3 		$136K Buy
+10,294
New +$137K 0.02% 645
2019
Q2 		– Sell
-10,303
Closed -$130K – 922
2019
Q1 		$130K Hold
10,303
– – 0.02% 604
2018
Q4 		$123K Sell
10,303
-3,500
-25% -$42.7K 0.03% 583
2018
Q3 		$175K Sell
13,803
-495
-3% -$6.27K 0.03% 553
2018
Q2 		$180K Sell
14,298
-399
-3% -$5.12K 0.03% 526
2018
Q1 		$191K Sell
14,697
-1,721
-10% -$22.8K 0.04% 498
2017
Q4 		$224K Buy
+16,418
New +$226K 0.04% 453

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SeaCrest Wealth Management's EVV Position: Q1 2025 in Review

SeaCrest Wealth Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2025, closing a stake of 17,243 shares — an estimated $168K sold.

SeaCrest Wealth Management first reported a position in EVV in Q4 2017 and held it in 20 quarters. The position peaked at $262K in Q1 2023. 151 funds tracked by Wall St. Rank hold EVV as of Q1 2025.

  • SeaCrest Wealth Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2025 after selling out during the quarter.
  • SeaCrest Wealth Management sold 17,243 Eaton Vance Limited Duration Income Fund shares in Q1 2025, an estimated $168K.
  • SeaCrest Wealth Management first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2017 and held it in 20 quarters.
  • SeaCrest Wealth Management's Eaton Vance Limited Duration Income Fund position peaked at $262K in Q1 2023.
  • 151 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2025.

Based on SeaCrest Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.