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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

RVPG

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SCM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1CP

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Strategic Advisors's EVV Position: Q1 2018 in Review

Strategic Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2018, closing a stake of 91,232 shares — an estimated $1.25M sold.

Strategic Advisors first reported a position in EVV in Q1 2016 and held it in 8 quarters. The position peaked at $1.25M in Q4 2017. 148 funds tracked by Wall St. Rank hold EVV as of Q1 2018.

Strategic Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2018 after selling out during the quarter.
Strategic Advisors sold 91,232 Eaton Vance Limited Duration Income Fund shares in Q1 2018, an estimated $1.25M.
Strategic Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2016 and held it in 8 quarters.
Strategic Advisors's Eaton Vance Limited Duration Income Fund position peaked at $1.25M in Q4 2017.
148 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2018.

Based on Strategic Advisors's 13F filing for Q1 2018, filed 19 Apr 2018.