TSMHT
EVV

Thurston Springer Miller Herd & Titak’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Thurston Springer Miller Herd & Titak’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
Q1 		– Sell
-250
Closed -$2.44K – 1712
2024
Q4 		$2.44K Hold
250
– – ﹤0.01% 1109
2024
Q3 		$2.63K Buy
+250
New +$2.51K ﹤0.01% 1293

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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's EVV Position: Q1 2025 in Review

Thurston Springer Miller Herd & Titak sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2025, closing a stake of 250 shares — an estimated $2.44K sold.

Thurston Springer Miller Herd & Titak first reported a position in EVV in Q3 2024 and held it in 2 quarters. The position peaked at $2.63K in Q3 2024. 151 funds tracked by Wall St. Rank hold EVV as of Q1 2025.

  • Thurston Springer Miller Herd & Titak reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2025 after selling out during the quarter.
  • Thurston Springer Miller Herd & Titak sold 250 Eaton Vance Limited Duration Income Fund shares in Q1 2025, an estimated $2.44K.
  • Thurston Springer Miller Herd & Titak first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2024 and held it in 2 quarters.
  • Thurston Springer Miller Herd & Titak's Eaton Vance Limited Duration Income Fund position peaked at $2.63K in Q3 2024.
  • 151 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q1 2025, filed 10 Apr 2025.