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

Transamerica Financial Advisors’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 Q1	–	Sell	-11,000	Closed	-$141K	–	781
2015 Q4	$141K	Hold	11,000	–	–	0.01%	326
2015 Q3	$140K	Hold	11,000	–	–	0.01%	304
2015 Q2	$149K	Hold	11,000	–	–	0.01%	359
2015 Q1	$159K	Hold	11,000	–	–	0.01%	343
2014 Q4	$156K	Hold	11,000	–	–	0.01%	291
2014 Q3	$161K	Hold	11,000	–	–	0.01%	268
2014 Q2	$172K	Hold	11,000	–	–	0.02%	284
2014 Q1	$168K	Hold	11,000	–	–	0.02%	268
2013 Q4	$169K	Hold	11,000	–	–	0.02%	257
2013 Q3	$173K	Buy	+11,000	New	+$167K	0.02%	247

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

RVPG

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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

AAM

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

1CP

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

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

Transamerica Financial Advisors's EVV Position: Q1 2016 in Review

Transamerica Financial Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2016, closing a stake of 11,000 shares — an estimated $141K sold.

Transamerica Financial Advisors first reported a position in EVV in Q3 2013 and held it in 10 quarters. The position peaked at $173K in Q3 2013. 125 funds tracked by Wall St. Rank hold EVV as of Q1 2016.

Transamerica Financial Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2016 after selling out during the quarter.
Transamerica Financial Advisors sold 11,000 Eaton Vance Limited Duration Income Fund shares in Q1 2016, an estimated $141K.
Transamerica Financial Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2013 and held it in 10 quarters.
Transamerica Financial Advisors's Eaton Vance Limited Duration Income Fund position peaked at $173K in Q3 2013.
125 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2016.

Based on Transamerica Financial Advisors's 13F filing for Q1 2016, filed 21 Apr 2016.