TH
EVV

TCTC Holdings’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

TCTC Holdings’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
2024
Q1 		– Sell
-2,000
Closed -$19.2K – 543
2023
Q4 		$19.2K Hold
2,000
– – ﹤0.01% 381
2023
Q3 		$18.1K Hold
2,000
– – ﹤0.01% 332
2023
Q2 		$18.7K Hold
2,000
– – ﹤0.01% 328
2023
Q1 		$19.7K Hold
2,000
– – ﹤0.01% 351
2022
Q4 		$18.8K Hold
2,000
– – ﹤0.01% 334
2022
Q3 		$18K Hold
2,000
– – ﹤0.01% 321
2022
Q2 		$21K Hold
2,000
– – ﹤0.01% 315
2022
Q1 		$23K Hold
2,000
– – ﹤0.01% 320
2021
Q4 		$26K Hold
2,000
– – ﹤0.01% 344
2021
Q3 		$26K Hold
2,000
– – ﹤0.01% 351
2021
Q2 		$27K Hold
2,000
– – ﹤0.01% 309
2021
Q1 		$25K Hold
2,000
– – ﹤0.01% 307
2020
Q4 		$25K Hold
2,000
– – ﹤0.01% 292
2020
Q3 		$23K Hold
2,000
– – ﹤0.01% 287
2020
Q2 		$23K Buy
+2,000
New +$21.8K ﹤0.01% 284

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

TCTC Holdings's EVV Position: Q1 2024 in Review

TCTC Holdings sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2024, closing a stake of 2,000 shares — an estimated $19.2K sold.

TCTC Holdings first reported a position in EVV in Q2 2020 and held it in 15 quarters. The position peaked at $27K in Q2 2021. 153 funds tracked by Wall St. Rank hold EVV as of Q1 2024.

  • TCTC Holdings reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2024 after selling out during the quarter.
  • TCTC Holdings sold 2,000 Eaton Vance Limited Duration Income Fund shares in Q1 2024, an estimated $19.2K.
  • TCTC Holdings first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2020 and held it in 15 quarters.
  • TCTC Holdings's Eaton Vance Limited Duration Income Fund position peaked at $27K in Q2 2021.
  • 153 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2024.

Based on TCTC Holdings's 13F filing for Q1 2024, filed 9 May 2024.