W
EVV

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

Wealthfront’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
2014
Q4 		– Sell
-78
Closed -$1K – 767
2014
Q3 		$1K Buy
+78
New +$1.18K ﹤0.01% 637

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront's EVV Position: Q4 2014 in Review

Wealthfront sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2014, closing a stake of 78 shares — an estimated $1K sold.

Wealthfront first reported a position in EVV in Q3 2014 and held it in 1 quarter. The position peaked at $1K in Q3 2014. 122 funds tracked by Wall St. Rank hold EVV as of Q4 2014.

  • Wealthfront reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2014 after selling out during the quarter.
  • Wealthfront sold 78 Eaton Vance Limited Duration Income Fund shares in Q4 2014, an estimated $1K.
  • Wealthfront first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2014 and held it in 1 quarter.
  • Wealthfront's Eaton Vance Limited Duration Income Fund position peaked at $1K in Q3 2014.
  • 122 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2014.

Based on Wealthfront's 13F filing for Q4 2014, filed 17 Feb 2015.