UB
EVV

UMB Bank’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

UMB Bank’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
2022
Q4 		– Sell
-2,275
Closed -$21K – 1752
2022
Q3 		$21K Buy
+2,275
New +$23.8K ﹤0.01% 1093

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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return

UMB Bank's EVV Position: Q4 2022 in Review

UMB Bank sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2022, closing a stake of 2,275 shares — an estimated $21K sold.

UMB Bank first reported a position in EVV in Q3 2022 and held it in 1 quarter. The position peaked at $21K in Q3 2022. 167 funds tracked by Wall St. Rank hold EVV as of Q4 2022.

  • UMB Bank reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2022 after selling out during the quarter.
  • UMB Bank sold 2,275 Eaton Vance Limited Duration Income Fund shares in Q4 2022, an estimated $21K.
  • UMB Bank first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2022 and held it in 1 quarter.
  • UMB Bank's Eaton Vance Limited Duration Income Fund position peaked at $21K in Q3 2022.
  • 167 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2022.

Based on UMB Bank's 13F filing for Q4 2022, filed 10 Jan 2023.