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

United Capital 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
2017 Q1	–	Sell	-10,724	Closed	-$147K	–	1252
2016 Q4	$147K	Buy	+10,724	New	+$144K	﹤0.01%	1213
2015 Q3	–	Sell	-65,510	Closed	-$882K	–	1263
2015 Q2	$882K	Sell	65,510 -48,013	-42%	-$683K	0.01%	753
2015 Q1	$1.66M	Buy	113,523 +80,462	+243%	+$1.14M	0.02%	610
2014 Q4	$467K	Sell	33,061 -4,894	-13%	-$70K	0.01%	845
2014 Q3	$553K	Buy	37,955 +7,754	+26%	+$117K	0.01%	763
2014 Q2	$471K	Buy	+30,201	New	+$466K	0.01%	695

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

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 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

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $133M AUM 13.88% 1-Year Est. Return