Windsor Capital Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Windsor Capital 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
2015 Q4	–	Sell	-4,765	Closed	-$60K	–	187
2015 Q3	$60K	Buy	+4,765	New	+$63.4K	0.04%	155
2014 Q1	–	Sell	-4,467	Closed	-$68K	–	137
2013 Q4	$68K	Buy	4,467 +60	+1%	+$904	0.04%	147
2013 Q3	$69K	Buy	4,407 +58	+1%	+$878	0.04%	145
2013 Q2	$69K	Buy	+4,349	New	+$73.4K	0.04%	140

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 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

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Windsor Capital Management's EVV Position: Q4 2015 in Review

Windsor Capital Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2015, closing a stake of 4,765 shares — an estimated $60K sold.

Windsor Capital Management first reported a position in EVV in Q2 2013 and held it in 4 quarters. The position peaked at $69K in Q3 2013. 139 funds tracked by Wall St. Rank hold EVV as of Q4 2015.

Windsor Capital Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2015 after selling out during the quarter.
Windsor Capital Management sold 4,765 Eaton Vance Limited Duration Income Fund shares in Q4 2015, an estimated $60K.
Windsor Capital Management first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2013 and held it in 4 quarters.
Windsor Capital Management's Eaton Vance Limited Duration Income Fund position peaked at $69K in Q3 2013.
139 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.