WEC
EVV

Winslow Evans & Crocker’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$184K Buy
14,706
+10,596
+258% +$128K 0.03% 343
2020
Q3 		$46K Hold
4,110
– – 0.01% 473
2020
Q2 		$46K Hold
4,110
– – 0.01% 475
2020
Q1 		$44K Hold
4,110
– – 0.01% 444
2019
Q4 		$56K Buy
4,110
+3,500
+574% +$44.9K 0.01% 482
2019
Q3 		$8K Hold
610
– – ﹤0.01% 855
2019
Q2 		$8K Hold
610
– – ﹤0.01% 870
2019
Q1 		$8K Hold
610
– – ﹤0.01% 857
2018
Q4 		$8K Hold
610
– – ﹤0.01% 807
2018
Q3 		$8K Hold
610
– – ﹤0.01% 831
2018
Q2 		$8K Sell
610
-1,000
-62% -$12.8K ﹤0.01% 841
2018
Q1 		$21K Hold
1,610
– – 0.01% 641
2017
Q4 		$22K Hold
1,610
– – 0.01% 638
2017
Q3 		$22.6K Sell
1,610
-2,159
-57% -$30.2K 0.01% 629
2017
Q2 		$53.1K Sell
3,769
-1
-0% -$14 0.01% 547
2017
Q1 		$52.1K Sell
3,770
-1,000
-21% -$14K 0.02% 528
2016
Q4 		$65.4K Hold
4,770
– – 0.02% 473
2016
Q3 		$65.4K Sell
4,770
-1,900
-28% -$25.9K 0.02% 488
2016
Q2 		$89.6K Buy
6,670
+1
+0% +$13 0.03% 409
2016
Q1 		$87.9K Sell
6,669
-1
-0% -$12 0.03% 396
2015
Q4 		$85.1K Hold
6,670
– – 0.02% 429
2015
Q3 		$84.6K Sell
6,670
-1,780
-21% -$23.7K 0.03% 414
2015
Q2 		$114K Buy
8,450
+1,000
+13% +$14.2K 0.03% 402
2015
Q1 		$107K Hold
7,450
– – 0.03% 414
2014
Q4 		$105K Buy
7,450
+850
+13% +$12.2K 0.03% 408
2014
Q3 		$96.2K Sell
6,600
-399
-6% -$6.02K 0.03% 424
2014
Q2 		$109K Sell
6,999
-500
-7% -$7.72K 0.04% 346
2014
Q1 		$114K Sell
7,499
-34,801
-82% -$532K 0.04% 334
2013
Q4 		$647K Buy
+42,300
New +$637K 0.22% 111

Other funds holding EVV

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Winslow Evans & Crocker's EVV Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Eaton Vance Limited Duration Income Fund (EVV) stake by 258% in Q4 2020, buying an estimated $128K and bringing the position to 14,706 shares worth $184K. The position accounts for 0.03% of the portfolio, ranked #343.

Winslow Evans & Crocker first reported a position in EVV in Q4 2013 and has held it in 29 quarters since. The position peaked at $647K in Q4 2013. 154 funds tracked by Wall St. Rank hold EVV as of Q4 2020.

  • Winslow Evans & Crocker held 14,706 shares of Eaton Vance Limited Duration Income Fund worth $184K as of Q4 2020.
  • Winslow Evans & Crocker bought 10,596 Eaton Vance Limited Duration Income Fund shares in Q4 2020, an estimated $128K.
  • Eaton Vance Limited Duration Income Fund made up 0.03% of Winslow Evans & Crocker's portfolio in Q4 2020, its #343 holding.
  • Winslow Evans & Crocker first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Eaton Vance Limited Duration Income Fund position peaked at $647K in Q4 2013.
  • 154 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.