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

Sutton 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
2023 Q3	$113K	Hold	12,460	–	–	0.06%	156
2023 Q2	$117K	Hold	12,460	–	–	0.06%	155
2023 Q1	$123K	Hold	12,460	–	–	0.07%	143
2022 Q4	$117K	Hold	12,460	–	–	0.04%	230
2022 Q3	$115K	Buy	12,460 +6,444	+107%	+$67.5K	0.05%	232
2022 Q2	$62.1K	Buy	+6,016	New	+$64.4K	0.02%	325

Other funds holding EVV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CPIG

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

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Sutton Wealth Advisors's EVV Position: Q3 2023 in Review

Sutton Wealth Advisors held its Eaton Vance Limited Duration Income Fund (EVV) position steady in Q3 2023 at 12,460 shares worth $113K. The position accounts for 0.06% of the portfolio, ranked #156.

Sutton Wealth Advisors first reported a position in EVV in Q2 2022 and has held it in 6 quarters since. The position peaked at $123K in Q1 2023. 154 funds tracked by Wall St. Rank hold EVV as of Q3 2023.

Sutton Wealth Advisors held 12,460 shares of Eaton Vance Limited Duration Income Fund worth $113K as of Q3 2023.
Sutton Wealth Advisors left its Eaton Vance Limited Duration Income Fund share count unchanged in Q3 2023.
Eaton Vance Limited Duration Income Fund made up 0.06% of Sutton Wealth Advisors's portfolio in Q3 2023, its #156 holding.
Sutton Wealth Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2022 and has held it in 6 quarters since.
Sutton Wealth Advisors's Eaton Vance Limited Duration Income Fund position peaked at $123K in Q1 2023.
154 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.