TRUE Private Wealth Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

TRUE Private Wealth 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
2020 Q2	–	Sell	-1,000	Closed	-$10K	–	698
2020 Q1	$10K	Hold	1,000	–	–	﹤0.01%	445
2019 Q4	$13K	Buy	+1,000	New	+$12.8K	﹤0.01%	552
2019 Q3	–	Sell	-1,000	Closed	-$12K	–	384
2019 Q2	$12K	Buy	+1,000	New	+$12.6K	﹤0.01%	521
2018 Q4	–	Sell	-1,000	Closed	-$12.7K	–	457
2018 Q3	$12.7K	Buy	+1,000	New	+$12.7K	﹤0.01%	706

Other funds holding EVV

SIA

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

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

SCM

Saba Capital Management New York $3.9B AUM 12.9% 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

1CP

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

PPA

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

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

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

TRUE Private Wealth Advisors's EVV Position: Q2 2020 in Review

TRUE Private Wealth Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2020, closing a stake of 1,000 shares — an estimated $10K sold.

TRUE Private Wealth Advisors first reported a position in EVV in Q3 2018 and held it in 4 quarters. The position peaked at $13K in Q4 2019. 138 funds tracked by Wall St. Rank hold EVV as of Q2 2020.

TRUE Private Wealth Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,000 Eaton Vance Limited Duration Income Fund shares in Q2 2020, an estimated $10K.
TRUE Private Wealth Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2018 and held it in 4 quarters.
TRUE Private Wealth Advisors's Eaton Vance Limited Duration Income Fund position peaked at $13K in Q4 2019.
138 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2020, filed 7 Jul 2020.