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 $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Waverly Advisors's EVV Position: Q4 2024 in Review

Waverly Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2024, closing a stake of 16,320 shares — an estimated $172K sold.

Waverly Advisors first reported a position in EVV in Q4 2022 and held it in 8 quarters. The position peaked at $252K in Q4 2022. 166 funds tracked by Wall St. Rank hold EVV as of Q4 2024.

  • Waverly Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2024 after selling out during the quarter.
  • Waverly Advisors sold 16,320 Eaton Vance Limited Duration Income Fund shares in Q4 2024, an estimated $172K.
  • Waverly Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2022 and held it in 8 quarters.
  • Waverly Advisors's Eaton Vance Limited Duration Income Fund position peaked at $252K in Q4 2022.
  • 166 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2024.

Based on Waverly Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.