WFA
EVV

WMG Financial Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

WMG Financial 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
2024
Q2 		– Sell
-11,750
Closed -$115K – 160
2024
Q1 		$115K Hold
11,750
– – 0.07% 143
2023
Q4 		$113K Buy
+11,750
New +$107K 0.07% 122
2023
Q3 		– Sell
-10,250
Closed -$95.9K – 111
2023
Q2 		$95.9K Buy
+10,250
New +$95.3K 0.07% 121
2023
Q1 		– Sell
-14,706
Closed -$138K – 129
2022
Q4 		$138K Hold
14,706
– – 0.12% 125
2022
Q3 		$134K Buy
14,706
+1,100
+8% +$11.5K 0.12% 131
2022
Q2 		$141K Hold
13,606
– – 0.12% 135
2022
Q1 		$158K Hold
13,606
– – 0.12% 168
2021
Q4 		$178K Buy
+13,606
New +$179K 0.14% 170

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return