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USCA RIA’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

USCA RIA’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
Q1 		– Sell
-17,189
Closed -$228K – 428
2019
Q4 		$228K Buy
+17,189
New +$220K 0.02% 426

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Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
RVPG
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1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Parametric Portfolio Associates
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

USCA RIA's EVV Position: Q1 2020 in Review

USCA RIA sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2020, closing a stake of 17,189 shares — an estimated $228K sold.

USCA RIA first reported a position in EVV in Q4 2019 and held it in 1 quarter. The position peaked at $228K in Q4 2019. 141 funds tracked by Wall St. Rank hold EVV as of Q1 2020.

  • USCA RIA reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2020 after selling out during the quarter.
  • USCA RIA sold 17,189 Eaton Vance Limited Duration Income Fund shares in Q1 2020, an estimated $228K.
  • USCA RIA first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2019 and held it in 1 quarter.
  • USCA RIA's Eaton Vance Limited Duration Income Fund position peaked at $228K in Q4 2019.
  • 141 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2020.

Based on USCA RIA's 13F filing for Q1 2020, filed 13 Apr 2020.