SW
EVV

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

SVB Wealth’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
2021
Q2 		– Sell
-10,525
Closed -$133K – 1001
2021
Q1 		$133K Sell
10,525
-1,000
-9% -$12.6K ﹤0.01% 854
2020
Q4 		$144K Sell
11,525
-5,700
-33% -$68.6K ﹤0.01% 778
2020
Q3 		$195K Buy
+17,225
New +$199K ﹤0.01% 641

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

SVB Wealth's EVV Position: Q2 2021 in Review

SVB Wealth sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2021, closing a stake of 10,525 shares — an estimated $133K sold.

SVB Wealth first reported a position in EVV in Q3 2020 and held it in 3 quarters. The position peaked at $195K in Q3 2020. 149 funds tracked by Wall St. Rank hold EVV as of Q2 2021.

  • SVB Wealth reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2021 after selling out during the quarter.
  • SVB Wealth sold 10,525 Eaton Vance Limited Duration Income Fund shares in Q2 2021, an estimated $133K.
  • SVB Wealth first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2020 and held it in 3 quarters.
  • SVB Wealth's Eaton Vance Limited Duration Income Fund position peaked at $195K in Q3 2020.
  • 149 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2021.

Based on SVB Wealth's 13F filing for Q2 2021, filed 13 Aug 2021.