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 $1.89T AUM 35.08% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

RVPG

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

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

1CP

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

United Capital Financial Advisors's EVV Position: Q1 2017 in Review

United Capital Financial Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2017, closing a stake of 10,724 shares — an estimated $147K sold.

United Capital Financial Advisors first reported a position in EVV in Q2 2014 and held it in 6 quarters. The position peaked at $1.66M in Q1 2015. 130 funds tracked by Wall St. Rank hold EVV as of Q1 2017.

United Capital Financial Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2017 after selling out during the quarter.
United Capital Financial Advisors sold 10,724 Eaton Vance Limited Duration Income Fund shares in Q1 2017, an estimated $147K.
United Capital Financial Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2014 and held it in 6 quarters.
United Capital Financial Advisors's Eaton Vance Limited Duration Income Fund position peaked at $1.66M in Q1 2015.
130 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2017.

Based on United Capital Financial Advisors's 13F filing for Q1 2017, filed 12 May 2017.