WAM
EVV

Wealthspire Advisors (Maryland)’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-1,143
Closed -$15K – 2473
2018
Q1 		$15K Sell
1,143
-488
-30% -$6.47K ﹤0.01% 1395
2017
Q4 		$22K Buy
1,631
+19
+1% +$261 ﹤0.01% 1297
2017
Q3 		$23K Sell
1,612
-148
-8% -$2.07K ﹤0.01% 1248
2017
Q2 		$25K Buy
1,760
+21
+1% +$293 ﹤0.01% 1182
2017
Q1 		$24K Buy
1,739
+23
+1% +$322 ﹤0.01% 1020
2016
Q4 		$24K Buy
1,716
+23
+1% +$308 ﹤0.01% 964
2016
Q3 		$23K Buy
1,693
+25
+1% +$341 ﹤0.01% 1013
2016
Q2 		$22K Buy
1,668
+27
+2% +$357 ﹤0.01% 968
2016
Q1 		$22K Buy
1,641
+27
+2% +$336 ﹤0.01% 942
2015
Q4 		$21K Buy
+1,614
New +$20.7K ﹤0.01% 946

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SCM
Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return