Seizert Capital Partners’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Seizert Capital Partners’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
2020 Q1	–	Sell	-10,012	Closed	-$133K	–	204
2019 Q4	$133K	Hold	10,012	–	–	0.01%	206
2019 Q3	$125K	Hold	10,012	–	–	0.01%	200
2019 Q2	$127K	Sell	10,012 -29,855	-75%	-$377K	0.01%	210
2019 Q1	$504K	Hold	39,867	–	–	0.02%	157
2018 Q4	$475K	Hold	39,867	–	–	0.02%	157
2018 Q3	$506K	Hold	39,867	–	–	0.02%	166
2018 Q2	$519K	Hold	39,867	–	–	0.02%	153
2018 Q1	$519K	Buy	+39,867	New	+$528K	0.02%	153
2015 Q2	–	Sell	-10,528	Closed	-$151K	–	214
2015 Q1	$151K	Buy	10,528 +216	+2%	+$3.07K	﹤0.01%	201
2014 Q4	$146K	Buy	10,312 +213	+2%	+$3.05K	﹤0.01%	206
2014 Q3	$147K	Buy	+10,099	New	+$152K	﹤0.01%	200

Other funds holding EVV

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

RVPG

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Seizert Capital Partners's EVV Position: Q1 2020 in Review

Seizert Capital Partners sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2020, closing a stake of 10,012 shares — an estimated $133K sold.

Seizert Capital Partners first reported a position in EVV in Q3 2014 and held it in 11 quarters. The position peaked at $519K in Q2 2018. 141 funds tracked by Wall St. Rank hold EVV as of Q1 2020.

Seizert Capital Partners reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2020 after selling out during the quarter.
Seizert Capital Partners sold 10,012 Eaton Vance Limited Duration Income Fund shares in Q1 2020, an estimated $133K.
Seizert Capital Partners first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2014 and held it in 11 quarters.
Seizert Capital Partners's Eaton Vance Limited Duration Income Fund position peaked at $519K in Q2 2018.
141 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2020.

Based on Seizert Capital Partners's 13F filing for Q1 2020, filed 5 May 2020.