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

Squar Milner 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
2020 Q3	–	Sell	-25,600	Closed	-$289K	–	59
2020 Q2	$289K	Hold	25,600	–	–	0.16%	158
2020 Q1	$270K	Sell	25,600 -11,224	-30%	-$139K	0.16%	132
2019 Q4	$487K	Buy	36,824 +11,224	+44%	+$144K	0.24%	93
2019 Q3	$290K	Sell	25,600 -11,224	-30%	-$141K	0.15%	161
2019 Q2	$466K	Sell	36,824 -1,100	-3%	-$13.9K	0.31%	71
2019 Q1	$479K	Hold	37,924	–	–	0.35%	63
2018 Q4	$452K	Sell	37,924 -3,600	-9%	-$43.9K	0.43%	53
2018 Q3	$527K	Hold	41,524	–	–	0.47%	47
2018 Q2	$522K	Hold	41,524	–	–	0.46%	52
2018 Q1	$541K	Buy	41,524 +6,024	+17%	+$79.8K	0.68%	42
2017 Q4	$480K	Buy	+35,500	New	+$488K	0.58%	48

Other funds holding EVV

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

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

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

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

Squar Milner Financial Services's EVV Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2020, closing a stake of 25,600 shares — an estimated $289K sold.

Squar Milner Financial Services first reported a position in EVV in Q4 2017 and held it in 11 quarters. The position peaked at $541K in Q1 2018. 140 funds tracked by Wall St. Rank hold EVV as of Q3 2020.

Squar Milner Financial Services reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 25,600 Eaton Vance Limited Duration Income Fund shares in Q3 2020, an estimated $289K.
Squar Milner Financial Services first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's Eaton Vance Limited Duration Income Fund position peaked at $541K in Q1 2018.
140 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.