WWMSC
EVV

Wagner Wealth Management (South Carolina)’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q4 		– Sell
-1,550
Closed -$14K – 395
2022
Q3 		$14K Hold
1,550
– – 0.01% 369
2022
Q2 		$16K Buy
+1,550
New +$16.6K 0.01% 359
2022
Q1 		– Sell
-6,178
Closed -$81K – 356
2021
Q4 		$81K Buy
6,178
+19
+0.3% +$250 0.06% 194
2021
Q3 		$81K Sell
6,159
-831
-12% -$11K 0.06% 187
2021
Q2 		$93K Sell
6,990
-148
-2% -$1.91K 0.07% 195
2021
Q1 		$90K Buy
+7,138
New +$89.8K 0.07% 180
2018
Q3 		$24K Sell
1,919
-4,030
-68% -$51.1K 0.02% 326
2018
Q2 		$75K Buy
+5,949
New +$76.3K 0.05% 202
2018
Q1 		– Sell
-5,945
Closed -$80K – 644
2017
Q4 		$80K Buy
+5,945
New +$81.7K 0.06% 185

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
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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s EVV Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2022, closing a stake of 1,550 shares — an estimated $14K sold.

Wagner Wealth Management (South Carolina) first reported a position in EVV in Q4 2017 and held it in 9 quarters. The position peaked at $93K in Q2 2021. 167 funds tracked by Wall St. Rank hold EVV as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 1,550 Eaton Vance Limited Duration Income Fund shares in Q4 2022, an estimated $14K.
  • Wagner Wealth Management (South Carolina) first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2017 and held it in 9 quarters.
  • Wagner Wealth Management (South Carolina)'s Eaton Vance Limited Duration Income Fund position peaked at $93K in Q2 2021.
  • 167 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.