VVP
EVV

Venture Visionary Partners’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Venture Visionary Partners’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
Q3 		– Sell
-5,616
Closed -$58K – 810
2022
Q2 		$58K Buy
+5,616
New +$60.1K ﹤0.01% 758

Other funds holding EVV

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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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Venture Visionary Partners's EVV Position: Q3 2022 in Review

Venture Visionary Partners sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2022, closing a stake of 5,616 shares — an estimated $58K sold.

Venture Visionary Partners first reported a position in EVV in Q2 2022 and held it in 1 quarter. The position peaked at $58K in Q2 2022. 149 funds tracked by Wall St. Rank hold EVV as of Q3 2022.

  • Venture Visionary Partners reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2022 after selling out during the quarter.
  • Venture Visionary Partners sold 5,616 Eaton Vance Limited Duration Income Fund shares in Q3 2022, an estimated $58K.
  • Venture Visionary Partners first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2022 and held it in 1 quarter.
  • Venture Visionary Partners's Eaton Vance Limited Duration Income Fund position peaked at $58K in Q2 2022.
  • 149 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2022.

Based on Venture Visionary Partners's 13F filing for Q3 2022, filed 14 Nov 2022.