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 $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return