Western Wealth Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Western Wealth 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	$105K	Hold	11,162	–	–	﹤0.01%	943
2025 Q4	$111K	Buy	+11,162	New	+$112K	0.01%	823
2020 Q2	–	Sell	-13,125	Closed	-$138K	–	438
2020 Q1	$138K	Sell	13,125 -300	-2%	-$3.71K	0.03%	358
2019 Q4	$178K	Hold	13,425	–	–	0.03%	392
2019 Q3	$169K	Sell	13,425 -130	-1%	-$1.63K	0.04%	379
2019 Q2	$171K	Sell	13,555 -288	-2%	-$3.64K	0.02%	392
2019 Q1	$175K	Sell	13,843 -1,000	-7%	-$12.5K	0.04%	370
2018 Q4	$178K	Buy	+14,843	New	+$181K	0.05%	336

Other funds holding EVV

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return