WA
EVV

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

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UBS Group
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RCM
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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $133M AUM 13.88% 1-Year Est. Return