Summit Financial Wealth Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Summit Financial Wealth 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 Q4	–	Sell	-15,000	Closed	-$184K	–	131
2018 Q3	$184K	Buy	15,000 +2,250	+18%	+$28.5K	0.06%	140
2018 Q2	$166K	Hold	12,750	–	–	0.06%	133
2018 Q1	$166K	Hold	12,750	–	–	0.05%	141
2017 Q4	$174K	Sell	12,750 -1,466	-10%	-$20.1K	0.06%	138
2017 Q3	$199K	Buy	14,216 +333	+2%	+$4.66K	0.07%	133
2017 Q2	$196K	Hold	13,883	–	–	0.08%	143
2017 Q1	$192K	Sell	13,883 -4,717	-25%	-$66K	0.08%	136
2016 Q4	$255K	Hold	18,600	–	–	0.11%	120
2016 Q3	$255K	Sell	18,600 -13,950	-43%	-$190K	0.11%	121
2016 Q2	$437K	Sell	32,550 -7,700	-19%	-$102K	0.18%	94
2016 Q1	$530K	Sell	40,250 -1,500	-4%	-$18.7K	0.23%	78
2015 Q4	$533K	Sell	41,750 -7,950	-16%	-$102K	0.24%	78
2015 Q3	$630K	Sell	49,700 -3,480	-7%	-$46.3K	0.41%	48
2015 Q2	$716K	Buy	+53,180	New	+$757K	0.44%	46

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

Summit Financial Wealth Advisors's EVV Position: Q4 2018 in Review

Summit Financial Wealth Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2018, closing a stake of 15,000 shares — an estimated $184K sold.

Summit Financial Wealth Advisors first reported a position in EVV in Q2 2015 and held it in 14 quarters. The position peaked at $716K in Q2 2015. 156 funds tracked by Wall St. Rank hold EVV as of Q4 2018.

Summit Financial Wealth Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2018 after selling out during the quarter.
Summit Financial Wealth Advisors sold 15,000 Eaton Vance Limited Duration Income Fund shares in Q4 2018, an estimated $184K.
Summit Financial Wealth Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2015 and held it in 14 quarters.
Summit Financial Wealth Advisors's Eaton Vance Limited Duration Income Fund position peaked at $716K in Q2 2015.
156 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2018.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2018, filed 1 Feb 2019.