Stratos Wealth Partners’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Stratos Wealth Partners’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 Q4	–	Sell	-5,986	Closed	-$76K	–	1315
2018 Q3	$76K	Buy	+5,986	New	+$75.9K	﹤0.01%	1259
2018 Q2	–	Sell	-6,191	Closed	-$81K	–	1453
2018 Q1	$81K	Sell	6,191 -400	-6%	-$5.3K	﹤0.01%	1311
2017 Q4	$90K	Sell	6,591 -100,290	-94%	-$1.38M	﹤0.01%	1244
2017 Q3	$1.5M	Buy	106,881 +25,115	+31%	+$352K	0.07%	266
2017 Q2	$1.15M	Buy	81,766 +52,635	+181%	+$734K	0.06%	273
2017 Q1	$403K	Buy	+29,131	New	+$407K	0.02%	482

Other funds holding EVV

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

SCM

Saba Capital Management New York $3.9B AUM 12.9% 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

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

RVPG

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

1CP

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Stratos Wealth Partners's EVV Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2018, closing a stake of 5,986 shares — an estimated $76K sold.

Stratos Wealth Partners first reported a position in EVV in Q1 2017 and held it in 6 quarters. The position peaked at $1.5M in Q3 2017. 156 funds tracked by Wall St. Rank hold EVV as of Q4 2018.

Stratos Wealth Partners reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 5,986 Eaton Vance Limited Duration Income Fund shares in Q4 2018, an estimated $76K.
Stratos Wealth Partners first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2017 and held it in 6 quarters.
Stratos Wealth Partners's Eaton Vance Limited Duration Income Fund position peaked at $1.5M in Q3 2017.
156 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.