YP
EVV

Yellowstone Partners’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Yellowstone Partners’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
2017
Q4 		– Sell
-17,017
Closed -$239K – 192
2017
Q3 		$239K Buy
+17,017
New +$238K 0.13% 156

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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
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RVPG
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Yellowstone Partners's EVV Position: Q4 2017 in Review

Yellowstone Partners sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2017, closing a stake of 17,017 shares — an estimated $239K sold.

Yellowstone Partners first reported a position in EVV in Q3 2017 and held it in 1 quarter. The position peaked at $239K in Q3 2017. 150 funds tracked by Wall St. Rank hold EVV as of Q4 2017.

  • Yellowstone Partners reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2017 after selling out during the quarter.
  • Yellowstone Partners sold 17,017 Eaton Vance Limited Duration Income Fund shares in Q4 2017, an estimated $239K.
  • Yellowstone Partners first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2017 and held it in 1 quarter.
  • Yellowstone Partners's Eaton Vance Limited Duration Income Fund position peaked at $239K in Q3 2017.
  • 150 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2017.

Based on Yellowstone Partners's 13F filing for Q4 2017, filed 24 Jan 2018.