WAM
EVV

Watermark Asset Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Watermark Asset 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
2018
Q1 		– Sell
-1,210
Closed -$17K – 244
2017
Q4 		$17K Hold
1,210
– – 0.01% 150
2017
Q3 		$17K Hold
1,210
– – 0.01% 148
2017
Q2 		$17K Hold
1,210
– – 0.01% 147
2017
Q1 		$17K Buy
+1,210
New +$16.9K 0.01% 144

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Watermark Asset Management's EVV Position: Q1 2018 in Review

Watermark Asset Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2018, closing a stake of 1,210 shares — an estimated $17K sold.

Watermark Asset Management first reported a position in EVV in Q1 2017 and held it in 4 quarters. The position peaked at $17K in Q4 2017. 148 funds tracked by Wall St. Rank hold EVV as of Q1 2018.

  • Watermark Asset Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2018 after selling out during the quarter.
  • Watermark Asset Management sold 1,210 Eaton Vance Limited Duration Income Fund shares in Q1 2018, an estimated $17K.
  • Watermark Asset Management first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2017 and held it in 4 quarters.
  • Watermark Asset Management's Eaton Vance Limited Duration Income Fund position peaked at $17K in Q4 2017.
  • 148 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2018.

Based on Watermark Asset Management's 13F filing for Q1 2018, filed 17 Apr 2018.