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

Tompkins Financial’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
2016 Q2	–	Sell	-750	Closed	-$10K	–	535
2016 Q1	$10K	Buy	+750	New	+$9.35K	﹤0.01%	386
2014 Q1	–	Sell	-1,366	Closed	-$21K	–	521
2013 Q4	$21K	Buy	1,366 +1,250	+1,078%	+$18.8K	0.01%	348
2013 Q3	$2K	Hold	116	–	–	﹤0.01%	448
2013 Q2	$2K	Buy	+116	New	+$1.96K	﹤0.01%	441

Other funds holding EVV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LCM

Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Tompkins Financial's EVV Position: Q2 2016 in Review

Tompkins Financial sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2016, closing a stake of 750 shares — an estimated $10K sold.

Tompkins Financial first reported a position in EVV in Q2 2013 and held it in 4 quarters. The position peaked at $21K in Q4 2013. 125 funds tracked by Wall St. Rank hold EVV as of Q2 2016.

Tompkins Financial reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2016 after selling out during the quarter.
Tompkins Financial sold 750 Eaton Vance Limited Duration Income Fund shares in Q2 2016, an estimated $10K.
Tompkins Financial first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2013 and held it in 4 quarters.
Tompkins Financial's Eaton Vance Limited Duration Income Fund position peaked at $21K in Q4 2013.
125 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2016.

Based on Tompkins Financial's 13F filing for Q2 2016, filed 13 Jul 2016.