SNC
EVV

Stifel Nicolaus & Co’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$1.21M Sell
77,204
-2,590
-3% -$39.2K 0.02% 601
2013
Q2 		$1.27M Buy
+79,794
New +$1.35M 0.02% 545

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Stifel Nicolaus & Co's EVV Position: Q3 2013 in Review

Stifel Nicolaus & Co reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 3.2% in Q3 2013, selling an estimated $39.2K and leaving 77,204 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #601.

Stifel Nicolaus & Co first reported a position in EVV in Q2 2013 and has held it in 2 quarters since. The position peaked at $1.27M in Q2 2013. 91 funds tracked by Wall St. Rank hold EVV as of Q3 2013.

  • Stifel Nicolaus & Co held 77,204 shares of Eaton Vance Limited Duration Income Fund worth $1.21M as of Q3 2013.
  • Stifel Nicolaus & Co sold 2,590 Eaton Vance Limited Duration Income Fund shares in Q3 2013, an estimated $39.2K.
  • Eaton Vance Limited Duration Income Fund made up 0.02% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #601 holding.
  • Stifel Nicolaus & Co first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's Eaton Vance Limited Duration Income Fund position peaked at $1.27M in Q2 2013.
  • 91 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.