VNA
EVV

Valley National Advisers’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Valley National Advisers’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
Q2 		– Sell
-3,225
Closed -$38K – 917
2022
Q1 		$38K Buy
+3,225
New +$38.9K 0.01% 419

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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Valley National Advisers's EVV Position: Q2 2022 in Review

Valley National Advisers sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2022, closing a stake of 3,225 shares — an estimated $38K sold.

Valley National Advisers first reported a position in EVV in Q1 2022 and held it in 1 quarter. The position peaked at $38K in Q1 2022. 150 funds tracked by Wall St. Rank hold EVV as of Q2 2022.

  • Valley National Advisers reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2022 after selling out during the quarter.
  • Valley National Advisers sold 3,225 Eaton Vance Limited Duration Income Fund shares in Q2 2022, an estimated $38K.
  • Valley National Advisers first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2022 and held it in 1 quarter.
  • Valley National Advisers's Eaton Vance Limited Duration Income Fund position peaked at $38K in Q1 2022.
  • 150 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2022.

Based on Valley National Advisers's 13F filing for Q2 2022, filed 15 Jul 2022.