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

WFG 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
2017 Q1	–	Sell	-1,000	Closed	-$14K	–	1538
2016 Q4	$14K	Hold	1,000	–	–	﹤0.01%	1020
2016 Q3	$14K	Hold	1,000	–	–	﹤0.01%	1029
2016 Q2	$13K	Buy	+1,000	New	+$13.2K	﹤0.01%	1014
2015 Q4	–	Sell	-1,404	Closed	-$18K	–	1596
2015 Q3	$18K	Hold	1,404	–	–	0.01%	922
2015 Q2	$19K	Hold	1,404	–	–	0.01%	990
2015 Q1	$20K	Buy	1,404 +1,192	+562%	+$16.9K	0.01%	982
2014 Q4	$3K	Hold	212	–	–	﹤0.01%	1760
2014 Q3	$3K	Hold	212	–	–	﹤0.01%	1780
2014 Q2	$3K	Buy	+212	New	+$3.27K	﹤0.01%	1751

Other funds holding EVV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

SIA

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

RVPG

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

WFG Advisors's EVV Position: Q1 2017 in Review

WFG Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2017, closing a stake of 1,000 shares — an estimated $14K sold.

WFG Advisors first reported a position in EVV in Q2 2014 and held it in 9 quarters. The position peaked at $20K in Q1 2015. 130 funds tracked by Wall St. Rank hold EVV as of Q1 2017.

WFG Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2017 after selling out during the quarter.
WFG Advisors sold 1,000 Eaton Vance Limited Duration Income Fund shares in Q1 2017, an estimated $14K.
WFG Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2014 and held it in 9 quarters.
WFG Advisors's Eaton Vance Limited Duration Income Fund position peaked at $20K in Q1 2015.
130 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.