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 – 401
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 – 687
2017
Q4 		$80K Buy
+5,945
New +$81.7K 0.06% 185

Other funds holding EVV

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $255M AUM 20.81% 1-Year Est. Return