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
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 $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return