EATON VANCE LTD DUR INCOME F's ticker is EVV and the CUSIP is 27828H105. A total of 144 filers reported holding EATON VANCE LTD DUR INCOME F in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $274 | -37.2% | 30,340 | -34.8% | 0.00% | -50.0% |
| Q2 2023 | $436 | -7.6% | 46,532 | -3.0% | 0.00% | 0.0% |
| Q1 2023 | $472 | -10.6% | 47,964 | -14.6% | 0.00% | 0.0% |
| Q4 2022 | $528 | -99.9% | 56,196 | -9.7% | 0.00% | 0.0% |
| Q3 2022 | $573,000 | -18.1% | 62,213 | -9.2% | 0.00% | -33.3% |
| Q2 2022 | $700,000 | -14.6% | 68,511 | -2.2% | 0.00% | -25.0% |
| Q1 2022 | $820,000 | -11.4% | 70,061 | -0.8% | 0.00% | 0.0% |
| Q4 2021 | $925,000 | +1.3% | 70,617 | +2.0% | 0.00% | 0.0% |
| Q3 2021 | $913,000 | +1.7% | 69,233 | +2.2% | 0.00% | 0.0% |
| Q2 2021 | $898,000 | -8.6% | 67,735 | -13.0% | 0.00% | -20.0% |
| Q1 2021 | $983,000 | +9.6% | 77,842 | +8.7% | 0.01% | +25.0% |
| Q4 2020 | $897,000 | +52.6% | 71,584 | +37.7% | 0.00% | +33.3% |
| Q3 2020 | $588,000 | +4.4% | 51,973 | +4.1% | 0.00% | -25.0% |
| Q2 2020 | $563,000 | +4.5% | 49,925 | -2.0% | 0.00% | 0.0% |
| Q1 2020 | $539,000 | -39.3% | 50,965 | -23.9% | 0.00% | -33.3% |
| Q4 2019 | $888,000 | +19.2% | 66,998 | +12.5% | 0.01% | +20.0% |
| Q3 2019 | $745,000 | -4.6% | 59,560 | -3.5% | 0.01% | -16.7% |
| Q2 2019 | $781,000 | +2.4% | 61,730 | +2.3% | 0.01% | 0.0% |
| Q1 2019 | $763,000 | +5.5% | 60,344 | -0.5% | 0.01% | -14.3% |
| Q4 2018 | $723,000 | -8.2% | 60,630 | -2.5% | 0.01% | 0.0% |
| Q3 2018 | $788,000 | +0.3% | 62,158 | -0.5% | 0.01% | -12.5% |
| Q2 2018 | $786,000 | +18.4% | 62,447 | +22.4% | 0.01% | +14.3% |
| Q1 2018 | $664,000 | -9.3% | 51,006 | -4.9% | 0.01% | -12.5% |
| Q4 2017 | $732,000 | -2.1% | 53,660 | +0.6% | 0.01% | -11.1% |
| Q3 2017 | $748,000 | +2.9% | 53,339 | +3.4% | 0.01% | 0.0% |
| Q2 2017 | $727,000 | +8.7% | 51,582 | +6.7% | 0.01% | 0.0% |
| Q1 2017 | $669,000 | +17.4% | 48,353 | +16.3% | 0.01% | 0.0% |
| Q4 2016 | $570,000 | +14.9% | 41,564 | +14.9% | 0.01% | 0.0% |
| Q3 2016 | $496,000 | +7.6% | 36,159 | +3.4% | 0.01% | -25.0% |
| Q1 2016 | $461,000 | -3.6% | 34,973 | -6.6% | 0.01% | 0.0% |
| Q4 2015 | $478,000 | -14.0% | 37,454 | -14.5% | 0.01% | -25.0% |
| Q3 2015 | $556,000 | -99.9% | 43,815 | +4.5% | 0.02% | +33.3% |
| Q2 2015 | $564,595,000 | +87843.1% | 41,915 | -6.0% | 0.01% | 0.0% |
| Q1 2015 | $642,000 | -99.9% | 44,589 | +12.2% | 0.01% | +9.1% |
| Q4 2014 | $561,199,000 | -18.8% | 39,745 | -16.1% | 0.01% | -21.4% |
| Q3 2014 | $690,786,000 | +2.7% | 47,379 | +9.7% | 0.01% | -6.7% |
| Q2 2014 | $672,729,000 | +16.2% | 43,179 | +13.8% | 0.02% | +7.1% |
| Q1 2014 | $578,814,000 | +22.5% | 37,955 | +22.9% | 0.01% | +16.7% |
| Q4 2013 | $472,556,000 | -6.2% | 30,886 | -4.2% | 0.01% | -20.0% |
| Q3 2013 | $504,036,000 | – | 32,227 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KENNEDY INVESTMENT GROUP | 603,195 | $5,941,470 | 3.63% |
| COMPASS FINANCIAL ADVISORS LLC | 143,395 | $1,412,441 | 1.79% |
| SIT INVESTMENT ASSOCIATES INC | 4,615,417 | $45,462 | 1.24% |
| Camelot Portfolios, LLC | 132,835 | $1,308,422 | 0.91% |
| HOWARD WEALTH MANAGEMENT, LLC | 105,410 | $1,038,289 | 0.87% |
| MELFA WEALTH MANAGEMENT, INC. | 87,543 | $862,294 | 0.86% |
| Cyndeo Wealth Partners, LLC | 801,892 | $7,898,636 | 0.85% |
| Edmonds Duncan Registered Investment Advisors, LLC | 217,955 | $2,146,853 | 0.66% |
| Arete Wealth Advisors, LLC | 652,892 | $6,431 | 0.52% |
| Selway Asset Management | 100,529 | $990,211 | 0.48% |