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

Simplicity Solutions’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
2021 Q1	–	Sell	-19,460	Closed	-$244K	–	617
2020 Q4	$244K	Buy	+19,460	New	+$234K	﹤0.01%	845
2018 Q3	–	Sell	-10,040	Closed	-$126K	–	576
2018 Q2	$126K	Sell	10,040 -1,865	-16%	-$23.9K	0.01%	483
2018 Q1	$155K	Sell	11,905 -530	-4%	-$7.02K	0.01%	354
2017 Q4	$170K	Buy	+12,435	New	+$171K	0.02%	353

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

RVPG

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

PPA

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

1CP

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

RCM

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

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

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

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Simplicity Solutions's EVV Position: Q1 2021 in Review

Simplicity Solutions sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2021, closing a stake of 19,460 shares — an estimated $244K sold.

Simplicity Solutions first reported a position in EVV in Q4 2017 and held it in 4 quarters. The position peaked at $244K in Q4 2020. 145 funds tracked by Wall St. Rank hold EVV as of Q1 2021.

Simplicity Solutions reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 19,460 Eaton Vance Limited Duration Income Fund shares in Q1 2021, an estimated $244K.
Simplicity Solutions first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2017 and held it in 4 quarters.
Simplicity Solutions's Eaton Vance Limited Duration Income Fund position peaked at $244K in Q4 2020.
145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.