WC
EVV icon

Whitnell & Co’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Whitnell & Co’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
2013
Q3 		– Sell
-344
Closed -$5K – 299
2013
Q2 		$5K Buy
+344
New +$5.8K ﹤0.01% 338

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Whitnell & Co's EVV Position: Q3 2013 in Review

Whitnell & Co sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2013, closing a stake of 344 shares — an estimated $5K sold.

Whitnell & Co first reported a position in EVV in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 91 funds tracked by Wall St. Rank hold EVV as of Q3 2013.

  • Whitnell & Co reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2013 after selling out during the quarter.
  • Whitnell & Co sold 344 Eaton Vance Limited Duration Income Fund shares in Q3 2013, an estimated $5K.
  • Whitnell & Co first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2013 and held it in 1 quarter.
  • Whitnell & Co's Eaton Vance Limited Duration Income Fund position peaked at $5K in Q2 2013.
  • 91 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2013.

Based on Whitnell & Co's 13F filing for Q3 2013, filed 12 Nov 2013.