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 Q2	$105K	Hold	11,162	–	–	﹤0.01%	988
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 $1.89T AUM 35.08% 1-Year Est. Return

SIA

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

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Western Wealth Management's EVV Position: Q2 2026 in Review

Western Wealth Management held its Eaton Vance Limited Duration Income Fund (EVV) position steady in Q2 2026 at 11,162 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Western Wealth Management first reported a position in EVV in Q4 2018 and has held it in 9 quarters since. The position peaked at $178K in Q4 2019. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

Western Wealth Management held 11,162 shares of Eaton Vance Limited Duration Income Fund worth $105K as of Q2 2026.
Western Wealth Management left its Eaton Vance Limited Duration Income Fund share count unchanged in Q2 2026.
Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Western Wealth Management's portfolio in Q2 2026, its #988 holding.
Western Wealth Management first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2018 and has held it in 9 quarters since.
Western Wealth Management's Eaton Vance Limited Duration Income Fund position peaked at $178K in Q4 2019.
145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.