TWA
EVV

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

TCI 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
Q2 		– Sell
-140
Closed -$1.38K – 872
2023
Q1 		$1.38K Buy
+140
New +$1.41K ﹤0.01% 2056

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
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
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
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

TCI Wealth Advisors's EVV Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2023, closing a stake of 140 shares — an estimated $1.38K sold.

TCI Wealth Advisors first reported a position in EVV in Q1 2023 and held it in 1 quarter. The position peaked at $1.38K in Q1 2023. 156 funds tracked by Wall St. Rank hold EVV as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 140 Eaton Vance Limited Duration Income Fund shares in Q2 2023, an estimated $1.38K.
  • TCI Wealth Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2023 and held it in 1 quarter.
  • TCI Wealth Advisors's Eaton Vance Limited Duration Income Fund position peaked at $1.38K in Q1 2023.
  • 156 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.