Westbourne Investment Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Westbourne Investment Advisors’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
2021 Q1	–	Sell	-10,875	Closed	-$136K	–	86
2020 Q4	$136K	Buy	+10,875	New	+$131K	0.08%	80
2020 Q2	–	Sell	-141,713	Closed	-$1.5M	–	60
2020 Q1	$1.5M	Sell	141,713 -10,200	-7%	-$126K	1.38%	18
2019 Q4	$2.01M	Sell	151,913 -47,550	-24%	-$609K	1.37%	20
2019 Q3	$2.49M	Sell	199,463 -21,775	-10%	-$274K	1.86%	14
2019 Q2	$2.8M	Sell	221,238 -8,200	-4%	-$104K	2.27%	12
2019 Q1	$2.9M	Sell	229,438 -6,375	-3%	-$79.4K	2.22%	10
2018 Q4	$2.81M	Sell	235,813 -11,410	-5%	-$139K	2.42%	9
2018 Q3	$3.13M	Buy	247,223 +16,050	+7%	+$203K	2.28%	9
2018 Q2	$2.91M	Buy	231,173 +8,575	+4%	+$110K	2.51%	10
2018 Q1	$2.9M	Buy	222,598 +16,635	+8%	+$220K	2.32%	7
2017 Q4	$2.81M	Sell	205,963 -950	-0.5%	-$13.1K	2.13%	11
2017 Q3	$2.9M	Buy	206,913 +6,390	+3%	+$89.5K	2.27%	10
2017 Q2	$2.83M	Buy	200,523 +6,463	+3%	+$90.2K	2.3%	8
2017 Q1	$2.68M	Buy	+194,060	New	+$2.71M	2.21%	12
2016 Q4	–	Sell	-138,330	Closed	-$1.9M	–	99
2016 Q3	$1.9M	Buy	138,330 +33,620	+32%	+$459K	1.68%	19
2016 Q2	$1.41M	Buy	104,710 +59,760	+133%	+$791K	1.27%	24
2016 Q1	$592K	Buy	44,950 +20,400	+83%	+$254K	0.57%	53
2015 Q4	$313K	Sell	24,550 -7,950	-24%	-$102K	0.3%	78
2015 Q3	$412K	Sell	32,500 -3,000	-8%	-$39.9K	0.41%	69
2015 Q2	$478K	Buy	+35,500	New	+$505K	0.43%	69

Other funds holding EVV

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Westbourne Investment Advisors's EVV Position: Q1 2021 in Review

Westbourne Investment Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2021, closing a stake of 10,875 shares — an estimated $136K sold.

Westbourne Investment Advisors first reported a position in EVV in Q2 2015 and held it in 20 quarters. The position peaked at $3.13M in Q3 2018. 145 funds tracked by Wall St. Rank hold EVV as of Q1 2021.

Westbourne Investment Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2021 after selling out during the quarter.
Westbourne Investment Advisors sold 10,875 Eaton Vance Limited Duration Income Fund shares in Q1 2021, an estimated $136K.
Westbourne Investment Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2015 and held it in 20 quarters.
Westbourne Investment Advisors's Eaton Vance Limited Duration Income Fund position peaked at $3.13M in Q3 2018.
145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2021.

Based on Westbourne Investment Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.