SFS
EVV

Sowell Financial Services’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Sowell Financial Services’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
-21,851
Closed -$218K – 1057
2025
Q1 		$218K Buy
21,851
+12
+0.1% +$121 0.01% 897
2024
Q4 		$213K Sell
21,839
-19,930
-48% -$204K 0.01% 501
2024
Q3 		$439K Hold
41,769
– – 0.02% 457
2024
Q2 		$407K Hold
41,769
– – 0.02% 459
2024
Q1 		$407K Hold
41,769
– – 0.02% 480
2023
Q4 		$400K Sell
41,769
-332
-0.8% -$3.02K 0.02% 456
2023
Q3 		$381K Buy
42,101
+1,860
+5% +$17.3K 0.02% 438
2023
Q2 		$377K Sell
40,241
-4,994
-11% -$46.4K 0.02% 490
2023
Q1 		$446K Sell
45,235
-1,610
-3% -$16.2K 0.03% 462
2022
Q4 		$440K Buy
46,845
+5,984
+15% +$57.8K 0.03% 445
2022
Q3 		$376K Buy
40,861
+11,673
+40% +$122K 0.04% 350
2022
Q2 		$302K Buy
+29,188
New +$312K 0.03% 254
2022
Q1 		– Sell
-51,356
Closed -$673K – 255
2021
Q4 		$673K Sell
51,356
-3,949
-7% -$52K 0.04% 396
2021
Q3 		$729K Buy
55,305
+7,852
+17% +$104K 0.05% 341
2021
Q2 		$629K Buy
47,453
+18,197
+62% +$234K 0.04% 388
2021
Q1 		$379K Sell
29,256
-24
-0.1% -$302 0.01% 754
2020
Q4 		$367K Hold
29,280
– – 0.02% 615
2020
Q3 		$331K Sell
29,280
-12
-0% -$139 0.02% 582
2020
Q2 		$330K Buy
29,292
+8
+0% +$87 0.02% 567
2020
Q1 		$310K Buy
29,284
+8
+0% +$99 0.02% 530
2019
Q4 		$388K Buy
29,276
+12
+0% +$154 0.03% 520
2019
Q3 		$366K Buy
+29,264
New +$368K 0.03% 486
2019
Q1 		$177K Buy
+14,010
New +$174K 0.02% 537
2018
Q1 		– Sell
-21,431
Closed -$290K – 280
2017
Q4 		$290K Sell
21,431
-3,880
-15% -$53.3K 0.07% 214
2017
Q3 		$355K Buy
25,311
+22
+0.1% +$308 0.09% 177
2017
Q2 		$360K Buy
25,289
+8,541
+51% +$119K 0.1% 169
2017
Q1 		$234K Buy
+16,748
New +$234K 0.07% 220

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

Sowell Financial Services's EVV Position: Q2 2025 in Review

Sowell Financial Services sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2025, closing a stake of 21,851 shares — an estimated $218K sold.

Sowell Financial Services first reported a position in EVV in Q1 2017 and held it in 27 quarters. The position peaked at $729K in Q3 2021. 146 funds tracked by Wall St. Rank hold EVV as of Q2 2025.

  • Sowell Financial Services reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2025 after selling out during the quarter.
  • Sowell Financial Services sold 21,851 Eaton Vance Limited Duration Income Fund shares in Q2 2025, an estimated $218K.
  • Sowell Financial Services first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2017 and held it in 27 quarters.
  • Sowell Financial Services's Eaton Vance Limited Duration Income Fund position peaked at $729K in Q3 2021.
  • 146 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2025.

Based on Sowell Financial Services's 13F filing for Q2 2025, filed 14 Jul 2025.