SCM
EVV

Summit Capital Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Summit Capital Management’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
2016
Q1 		– Sell
-30,000
Closed -$383K – 66
2015
Q4 		$383K Buy
+30,000
New +$385K 0.16% 60

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 $666B AUM 30.12% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Capital Management's EVV Position: Q1 2016 in Review

Summit Capital Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2016, closing a stake of 30,000 shares — an estimated $383K sold.

Summit Capital Management first reported a position in EVV in Q4 2015 and held it in 1 quarter. The position peaked at $383K in Q4 2015. 125 funds tracked by Wall St. Rank hold EVV as of Q1 2016.

  • Summit Capital Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2016 after selling out during the quarter.
  • Summit Capital Management sold 30,000 Eaton Vance Limited Duration Income Fund shares in Q1 2016, an estimated $383K.
  • Summit Capital Management first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2015 and held it in 1 quarter.
  • Summit Capital Management's Eaton Vance Limited Duration Income Fund position peaked at $383K in Q4 2015.
  • 125 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2016.

Based on Summit Capital Management's 13F filing for Q1 2016, filed 11 May 2016.