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

Williams Jones 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	–	Sell	-13,473	Closed	-$134K	–	520
2025 Q4	$134K	Buy	+13,473	New	+$135K	﹤0.01%	487
2024 Q3	–	Sell	-10,170	Closed	-$99.1K	–	547
2024 Q2	$99.1K	Hold	10,170	–	–	﹤0.01%	502
2024 Q1	$99.2K	Hold	10,170	–	–	﹤0.01%	527
2023 Q4	$97.4K	Hold	10,170	–	–	﹤0.01%	519
2023 Q3	$91.9K	Buy	+10,170	New	+$94.6K	﹤0.01%	518

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

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

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

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

Williams Jones Wealth Management's EVV Position: Q1 2026 in Review

Williams Jones Wealth Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2026, closing a stake of 13,473 shares — an estimated $134K sold.

Williams Jones Wealth Management first reported a position in EVV in Q3 2023 and held it in 5 quarters. The position peaked at $134K in Q4 2025. 136 funds tracked by Wall St. Rank hold EVV as of Q1 2026.

Williams Jones Wealth Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2026 after selling out during the quarter.
Williams Jones Wealth Management sold 13,473 Eaton Vance Limited Duration Income Fund shares in Q1 2026, an estimated $134K.
Williams Jones Wealth Management first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2023 and held it in 5 quarters.
Williams Jones Wealth Management's Eaton Vance Limited Duration Income Fund position peaked at $134K in Q4 2025.
136 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.