Walleye Capital’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Walleye Capital’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
2024 Q3	–	Sell	-25,450	Closed	-$248K	–	5433
2024 Q2	$248K	Buy	+25,450	New	+$246K	﹤0.01%	4141
2023 Q3	–	Sell	-68,525	Closed	-$641K	–	4999
2023 Q2	$641K	Buy	+68,525	New	+$637K	﹤0.01%	2237
2023 Q1	–	Sell	-60,595	Closed	-$569K	–	4049
2022 Q4	$569K	Buy	60,595 +47,816	+374%	+$462K	0.01%	1361
2022 Q3	$118K	Buy	+12,779	New	+$134K	﹤0.01%	2351
2018 Q3	$1.72M	Buy	+135,445	New	+$1.72M	0.8%	29

Other funds holding EVV

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

Walleye Capital's EVV Position: Q3 2024 in Review

Walleye Capital sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2024, closing a stake of 25,450 shares — an estimated $248K sold.

Walleye Capital first reported a position in EVV in Q3 2018 and held it in 5 quarters. The position peaked at $1.72M in Q3 2018. 144 funds tracked by Wall St. Rank hold EVV as of Q3 2024.

Walleye Capital reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2024 after selling out during the quarter.
Walleye Capital sold 25,450 Eaton Vance Limited Duration Income Fund shares in Q3 2024, an estimated $248K.
Walleye Capital first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2018 and held it in 5 quarters.
Walleye Capital's Eaton Vance Limited Duration Income Fund position peaked at $1.72M in Q3 2018.
144 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2024.

Based on Walleye Capital's 13F filing for Q3 2024, filed 14 Nov 2024.