Wealthcare Advisory Partners’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-912	Closed	-$12K	–	939
2021 Q1	$12K	Buy	+912	New	+$11.5K	﹤0.01%	1384
2020 Q2	–	Sell	-2,939	Closed	-$31K	–	635
2020 Q1	$31K	Buy	2,939 +632	+27%	+$7.83K	﹤0.01%	608
2019 Q4	$31K	Buy	2,307 +2	+0.1%	+$26	﹤0.01%	648
2019 Q3	$29K	Buy	2,305 +2,055	+822%	+$25.8K	﹤0.01%	658
2019 Q2	$3K	Hold	250	–	–	﹤0.01%	1140
2019 Q1	$3K	Hold	250	–	–	﹤0.01%	1039
2018 Q4	$3K	Hold	250	–	–	﹤0.01%	1019
2018 Q3	$3K	Hold	250	–	–	﹤0.01%	1069
2018 Q2	$3K	Hold	250	–	–	﹤0.01%	1062
2018 Q1	$3K	Hold	250	–	–	﹤0.01%	912
2017 Q4	$3K	Hold	250	–	–	﹤0.01%	871
2017 Q3	$4K	Buy	+250	New	+$3.5K	﹤0.01%	676

Other funds holding EVV

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

PPA

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 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

PCM

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

1CP

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

Wealthcare Advisory Partners's EVV Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2021, closing a stake of 912 shares — an estimated $12K sold.

Wealthcare Advisory Partners first reported a position in EVV in Q3 2017 and held it in 12 quarters. The position peaked at $31K in Q1 2020. 149 funds tracked by Wall St. Rank hold EVV as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 912 Eaton Vance Limited Duration Income Fund shares in Q2 2021, an estimated $12K.
Wealthcare Advisory Partners first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's Eaton Vance Limited Duration Income Fund position peaked at $31K in Q1 2020.
149 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.