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	–	2469
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 New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 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

1CP

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EVV Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2018, closing a stake of 1,143 shares — an estimated $15K sold.

Wealthspire Advisors (Maryland) first reported a position in EVV in Q4 2015 and held it in 10 quarters. The position peaked at $25K in Q2 2017. 158 funds tracked by Wall St. Rank hold EVV as of Q2 2018.

Wealthspire Advisors (Maryland) reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,143 Eaton Vance Limited Duration Income Fund shares in Q2 2018, an estimated $15K.
Wealthspire Advisors (Maryland) first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2015 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s Eaton Vance Limited Duration Income Fund position peaked at $25K in Q2 2017.
158 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.