WAM
EVV

WealthTrust Asset Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

WealthTrust Asset Management’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
2026
Q2 		$150K Sell
15,961
-1,033
-6% -$9.67K 0.08% 106
2026
Q1 		$161K Buy
+16,994
New +$166K 0.1% 95
2024
Q3 		– Sell
-10,455
Closed -$102K – 96
2024
Q2 		$102K Buy
10,455
+62
+0.6% +$599 0.07% 86
2024
Q1 		$101K Buy
10,393
+62
+0.6% +$606 0.08% 83
2023
Q4 		$99K Buy
10,331
+61
+0.6% +$556 0.08% 82
2023
Q3 		$92.8K Sell
10,270
-906
-8% -$8.42K 0.09% 73
2023
Q2 		$105K Sell
11,176
-181
-2% -$1.68K 0.09% 69
2023
Q1 		$112K Buy
11,357
+68
+0.6% +$683 0.11% 71
2022
Q4 		$106K Sell
11,289
-134
-1% -$1.29K 0.1% 65
2022
Q3 		$105K Buy
11,423
+18
+0.2% +$188 0.11% 63
2022
Q2 		$118K Sell
11,405
-10,771
-49% -$115K 0.11% 69
2022
Q1 		$259K Buy
22,176
+153
+0.7% +$1.85K 0.18% 65
2021
Q4 		$288K Buy
22,023
+97
+0.4% +$1.28K 0.19% 60
2021
Q3 		$289K Sell
21,926
-389
-2% -$5.16K 0.26% 53
2021
Q2 		$296K Buy
+22,315
New +$287K 0.26% 56

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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WealthTrust Asset Management's EVV Position: Q2 2026 in Review

WealthTrust Asset Management reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 6.1% in Q2 2026, selling an estimated $9.67K and leaving 15,961 shares worth $150K. The position accounts for 0.08% of the portfolio, ranked #106.

WealthTrust Asset Management first reported a position in EVV in Q2 2021 and has held it in 15 quarters since. The position peaked at $296K in Q2 2021. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • WealthTrust Asset Management held 15,961 shares of Eaton Vance Limited Duration Income Fund worth $150K as of Q2 2026.
  • WealthTrust Asset Management sold 1,033 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $9.67K.
  • Eaton Vance Limited Duration Income Fund made up 0.08% of WealthTrust Asset Management's portfolio in Q2 2026, its #106 holding.
  • WealthTrust Asset Management first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2021 and has held it in 15 quarters since.
  • WealthTrust Asset Management's Eaton Vance Limited Duration Income Fund position peaked at $296K in Q2 2021.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on WealthTrust Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.