Woodmont Investment Counsel’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Woodmont Investment Counsel’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
2016 Q4	–	Sell	-1,074	Closed	-$15K	–	332
2016 Q3	$15K	Buy	+1,074	New	+$14.7K	﹤0.01%	409
2016 Q2	–	Sell	-1,074	Closed	-$14K	–	274
2016 Q1	$14K	Hold	1,074	–	–	﹤0.01%	379
2015 Q4	$14K	Hold	1,074	–	–	﹤0.01%	388
2015 Q3	$14K	Hold	1,074	–	–	﹤0.01%	389
2015 Q2	$14K	Buy	+1,074	New	+$15.3K	﹤0.01%	395

Other funds holding EVV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Woodmont Investment Counsel's EVV Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2016, closing a stake of 1,074 shares — an estimated $15K sold.

Woodmont Investment Counsel first reported a position in EVV in Q2 2015 and held it in 5 quarters. The position peaked at $15K in Q3 2016. 128 funds tracked by Wall St. Rank hold EVV as of Q4 2016.

Woodmont Investment Counsel reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2016 after selling out during the quarter.
Woodmont Investment Counsel sold 1,074 Eaton Vance Limited Duration Income Fund shares in Q4 2016, an estimated $15K.
Woodmont Investment Counsel first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2015 and held it in 5 quarters.
Woodmont Investment Counsel's Eaton Vance Limited Duration Income Fund position peaked at $15K in Q3 2016.
128 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.