TFM
EVV

TFC Financial Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

TFC Financial Management’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
2025
Q4 		– Sell
-171
Closed -$1.74K – 999
2025
Q3 		$1.74K Buy
+171
New +$1.74K ﹤0.01% 566

Other funds holding EVV

Morgan Stanley
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TFC Financial Management's EVV Position: Q4 2025 in Review

TFC Financial Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2025, closing a stake of 171 shares — an estimated $1.74K sold.

TFC Financial Management first reported a position in EVV in Q3 2025 and held it in 1 quarter. The position peaked at $1.74K in Q3 2025. 146 funds tracked by Wall St. Rank hold EVV as of Q4 2025.

  • TFC Financial Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2025 after selling out during the quarter.
  • TFC Financial Management sold 171 Eaton Vance Limited Duration Income Fund shares in Q4 2025, an estimated $1.74K.
  • TFC Financial Management first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2025 and held it in 1 quarter.
  • TFC Financial Management's Eaton Vance Limited Duration Income Fund position peaked at $1.74K in Q3 2025.
  • 146 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2025.

Based on TFC Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.