Walled Lake Planning & Wealth Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Walled Lake Planning & Wealth Management’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
2021 Q1	–	Sell	-62	Closed	-$1K	–	332
2020 Q4	$1K	Sell	62 -58	-48%	-$698	﹤0.01%	300
2020 Q3	$1K	Buy	120 +3	+3%	+$35	﹤0.01%	314
2020 Q2	$1K	Buy	117 +3	+3%	+$33	﹤0.01%	307
2020 Q1	$1K	Buy	+114	New	+$1.41K	﹤0.01%	296

Other funds holding EVV

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Walled Lake Planning & Wealth Management's EVV Position: Q1 2021 in Review

Walled Lake Planning & Wealth Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2021, closing a stake of 62 shares — an estimated $1K sold.

Walled Lake Planning & Wealth Management first reported a position in EVV in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q4 2020. 145 funds tracked by Wall St. Rank hold EVV as of Q1 2021.

Walled Lake Planning & Wealth Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 62 Eaton Vance Limited Duration Income Fund shares in Q1 2021, an estimated $1K.
Walled Lake Planning & Wealth Management first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2020 and held it in 4 quarters.
Walled Lake Planning & Wealth Management's Eaton Vance Limited Duration Income Fund position peaked at $1K in Q4 2020.
145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.