SIM
EVV

Sonora Investment Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Sonora Investment 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
2019
Q2 		– Sell
-465
Closed -$6K – 1688
2019
Q1 		$6K Buy
+465
New +$5.79K ﹤0.01% 1197

Other funds holding EVV

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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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Sonora Investment Management's EVV Position: Q2 2019 in Review

Sonora Investment Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2019, closing a stake of 465 shares — an estimated $6K sold.

Sonora Investment Management first reported a position in EVV in Q1 2019 and held it in 1 quarter. The position peaked at $6K in Q1 2019. 150 funds tracked by Wall St. Rank hold EVV as of Q2 2019.

  • Sonora Investment Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2019 after selling out during the quarter.
  • Sonora Investment Management sold 465 Eaton Vance Limited Duration Income Fund shares in Q2 2019, an estimated $6K.
  • Sonora Investment Management first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2019 and held it in 1 quarter.
  • Sonora Investment Management's Eaton Vance Limited Duration Income Fund position peaked at $6K in Q1 2019.
  • 150 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2019.

Based on Sonora Investment Management's 13F filing for Q2 2019, filed 19 Jul 2019.