SignatureFD’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

SignatureFD’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 Q4	–	Sell	-250	Closed	-$3K	–	2589
2020 Q3	$3K	Buy	+250	New	+$2.89K	﹤0.01%	2073
2016 Q3	–	Sell	-1,913	Closed	-$26K	–	1589
2016 Q2	$26K	Buy	+1,913	New	+$25.3K	﹤0.01%	650
2015 Q3	–	Sell	-5	Closed	–	–	1263
2015 Q2	$0	Sell	5 -13	-72%	-$185	﹤0.01%	1085
2015 Q1	$0	Buy	+18	New	+$256	﹤0.01%	990

Other funds holding EVV

SIA

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

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

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

SignatureFD's EVV Position: Q4 2020 in Review

SignatureFD sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2020, closing a stake of 250 shares — an estimated $3K sold.

SignatureFD first reported a position in EVV in Q1 2015 and held it in 4 quarters. The position peaked at $26K in Q2 2016. 154 funds tracked by Wall St. Rank hold EVV as of Q4 2020.

SignatureFD reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2020 after selling out during the quarter.
SignatureFD sold 250 Eaton Vance Limited Duration Income Fund shares in Q4 2020, an estimated $3K.
SignatureFD first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2015 and held it in 4 quarters.
SignatureFD's Eaton Vance Limited Duration Income Fund position peaked at $26K in Q2 2016.
154 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2020.

Based on SignatureFD's 13F filing for Q4 2020, filed 11 Feb 2021.