United Capital Financial Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-10,724
| Closed | -$147K | – | 1252 |
|
|
2016
Q4 | $147K | Buy |
+10,724
| New | +$147K | ﹤0.01% | 1213 |
|
|
2015
Q3 | – | Sell |
-65,510
| Closed | -$882K | – | 1263 |
|
|
2015
Q2 | $882K | Sell |
65,510
-48,013
| -42% | -$646K | 0.01% | 753 |
|
|
2015
Q1 | $1.66M | Buy |
113,523
+80,462
| +243% | +$1.17M | 0.02% | 610 |
|
|
2014
Q4 | $467K | Sell |
33,061
-4,894
| -13% | -$69.1K | 0.01% | 845 |
|
|
2014
Q3 | $553K | Buy |
37,955
+7,754
| +26% | +$113K | 0.01% | 763 |
|
|
2014
Q2 | $471K | Buy |
+30,201
| New | +$471K | 0.01% | 695 |
|