SA
EVV

Strategic Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Strategic Advisors’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
2018
Q1 		– Sell
-91,232
Closed -$1.25M – 135
2017
Q4 		$1.25M Buy
91,232
+55,329
+154% +$760K 0.51% 58
2017
Q3 		$504K Buy
35,903
+1,174
+3% +$16.4K 0.22% 100
2017
Q2 		$490K Buy
34,729
+160
+0.5% +$2.23K 0.22% 95
2017
Q1 		$478K Sell
34,569
-1,766
-5% -$24.7K 0.23% 92
2016
Q4 		$499K Sell
36,335
-11,472
-24% -$154K 0.26% 85
2016
Q3 		$655K Buy
47,807
+13,924
+41% +$190K 0.37% 78
2016
Q2 		$455K Buy
33,883
+23,883
+239% +$316K 0.26% 92
2016
Q1 		$132K Buy
+10,000
New +$125K 0.08% 128

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
SCM
Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return