WA
EVV

Waverly Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Waverly Advisors’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
Q4 		– Sell
-16,320
Closed -$172K – 994
2024
Q3 		$172K Hold
16,320
– – ﹤0.01% 779
2024
Q2 		$159K Hold
16,320
– – ﹤0.01% 779
2024
Q1 		$159K Hold
16,320
– – ﹤0.01% 665
2023
Q4 		$156K Hold
16,320
– – 0.01% 437
2023
Q3 		$148K Hold
16,320
– – 0.01% 393
2023
Q2 		$153K Hold
16,320
– – 0.01% 352
2023
Q1 		$161K Sell
16,320
-10,508
-39% -$106K 0.01% 286
2022
Q4 		$252K Buy
+26,828
New +$259K 0.01% 238

Other funds holding EVV

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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return