TWM
EVV

Tradition Wealth Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Tradition Wealth 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
2023
Q1 		– Sell
-7,773
Closed -$73K – 1297
2022
Q4 		$73K Buy
+7,773
New +$75.1K 0.01% 444

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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Tradition Wealth Management's EVV Position: Q1 2023 in Review

Tradition Wealth Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2023, closing a stake of 7,773 shares — an estimated $73K sold.

Tradition Wealth Management first reported a position in EVV in Q4 2022 and held it in 1 quarter. The position peaked at $73K in Q4 2022. 154 funds tracked by Wall St. Rank hold EVV as of Q1 2023.

  • Tradition Wealth Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 7,773 Eaton Vance Limited Duration Income Fund shares in Q1 2023, an estimated $73K.
  • Tradition Wealth Management first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2022 and held it in 1 quarter.
  • Tradition Wealth Management's Eaton Vance Limited Duration Income Fund position peaked at $73K in Q4 2022.
  • 154 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2023.

Based on Tradition Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.