SPC
EVV

Sigma Planning Corp’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Sigma Planning Corp’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
Q2 		– Sell
-12,211
Closed -$122K – 1271
2025
Q1 		$122K Sell
12,211
-78
-0.6% -$789 ﹤0.01% 1152
2024
Q4 		$120K Buy
+12,289
New +$126K ﹤0.01% 1120
2023
Q2 		– Sell
-14,553
Closed -$143K – 1258
2023
Q1 		$143K Sell
14,553
-273
-2% -$2.74K ﹤0.01% 1217
2022
Q4 		$139K Sell
14,826
-1,373
-8% -$13.3K 0.01% 1169
2022
Q3 		$149K Sell
16,199
-2,177
-12% -$22.8K 0.01% 1157
2022
Q2 		$190K Sell
18,376
-8,407
-31% -$90K 0.01% 1166
2022
Q1 		$313K Sell
26,783
-3,000
-10% -$36.2K 0.01% 1040
2021
Q4 		$390K Sell
29,783
-421
-1% -$5.54K 0.01% 953
2021
Q3 		$398K Buy
30,204
+6,946
+30% +$92.2K 0.01% 920
2021
Q2 		$308K Sell
23,258
-587
-2% -$7.56K 0.01% 1063
2021
Q1 		$301K Buy
23,845
+37
+0.2% +$465 0.01% 993
2020
Q4 		$298K Buy
23,808
+39
+0.2% +$470 0.01% 904
2020
Q3 		$269K Buy
23,769
+38
+0.2% +$439 0.01% 836
2020
Q2 		$267K Buy
23,731
+41
+0.2% +$447 0.01% 821
2020
Q1 		$250K Sell
23,690
-4,232
-15% -$52.4K 0.01% 711
2019
Q4 		$370K Sell
27,922
-975
-3% -$12.5K 0.02% 705
2019
Q3 		$361K Buy
28,897
+713
+3% +$8.96K 0.02% 695
2019
Q2 		$357K Buy
28,184
+10,954
+64% +$138K 0.02% 662
2019
Q1 		$218K Sell
17,230
-5
-0% -$62 0.01% 818
2018
Q4 		$205K Sell
17,235
-1,908
-10% -$23.3K 0.01% 757
2018
Q3 		$243K Buy
19,143
+1,655
+9% +$21K 0.01% 803
2018
Q2 		$220K Sell
17,488
-1,457
-8% -$18.7K 0.01% 788
2018
Q1 		$247K Sell
18,945
-38
-0.2% -$504 0.02% 689
2017
Q4 		$259K Sell
18,983
-3,391
-15% -$46.6K 0.02% 669
2017
Q3 		$314K Buy
22,374
+1,110
+5% +$15.5K 0.03% 585
2017
Q2 		$300K Sell
21,264
-477
-2% -$6.66K 0.03% 571
2017
Q1 		$301K Buy
21,741
+8,727
+67% +$122K 0.03% 578
2016
Q4 		$179K Sell
13,014
-6,642
-34% -$89K 0.02% 669
2016
Q3 		$269K Buy
19,656
+2,442
+14% +$33.3K 0.03% 551
2016
Q2 		$231K Buy
17,214
+3,285
+24% +$43.5K 0.03% 565
2016
Q1 		$184K Buy
13,929
+69
+0.5% +$860 0.03% 613
2015
Q4 		$177K Sell
13,860
-2,798
-17% -$35.9K 0.02% 623
2015
Q3 		$211K Sell
16,658
-246
-1% -$3.27K 0.03% 552
2015
Q2 		$228K Buy
16,904
+386
+2% +$5.49K 0.03% 583
2015
Q1 		$238K Sell
16,518
-73
-0.4% -$1.04K 0.03% 612
2014
Q4 		$234K Buy
+16,591
New +$237K 0.03% 589

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sigma Planning Corp's EVV Position: Q2 2025 in Review

Sigma Planning Corp sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2025, closing a stake of 12,211 shares — an estimated $122K sold.

Sigma Planning Corp first reported a position in EVV in Q4 2014 and held it in 36 quarters. The position peaked at $398K in Q3 2021. 146 funds tracked by Wall St. Rank hold EVV as of Q2 2025.

  • Sigma Planning Corp reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 12,211 Eaton Vance Limited Duration Income Fund shares in Q2 2025, an estimated $122K.
  • Sigma Planning Corp first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2014 and held it in 36 quarters.
  • Sigma Planning Corp's Eaton Vance Limited Duration Income Fund position peaked at $398K in Q3 2021.
  • 146 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2025.

Based on Sigma Planning Corp's 13F filing for Q2 2025, filed 5 Aug 2025.