BerganKDV Wealth Management, LLC - EATON VANCE LTD DUR INCOME F ownership

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
BerganKDV Wealth Management, LLC ownership history of EATON VANCE LTD DUR INCOME F
ValueSharesWeighting
Q2 2023$216,450
-1.2%
23,125
+3.9%
0.02%
-4.3%
Q1 2023$219,163
+5.5%
22,250
+0.6%
0.02%0.0%
Q4 2022$207,744
+7.6%
22,124
+5.7%
0.02%0.0%
Q3 2022$193,000
-11.9%
20,924
-1.4%
0.02%
-8.0%
Q2 2022$219,000
-14.1%
21,220
-2.6%
0.02%
-7.4%
Q1 2022$255,000
-38.7%
21,793
-31.4%
0.03%
-37.2%
Q4 2021$416,000
-2.6%
31,752
-2.0%
0.04%
-10.4%
Q3 2021$427,000
+8.7%
32,389
+9.3%
0.05%
+2.1%
Q2 2021$393,000
-24.4%
29,621
-28.0%
0.05%
-29.9%
Q1 2021$520,000
-52.6%
41,158
-52.9%
0.07%
-56.5%
Q4 2020$1,096,000
-8.3%
87,435
-17.2%
0.15%
-18.5%
Q3 2020$1,195,000
+41.4%
105,627
+41.0%
0.19%
+30.3%
Q2 2020$845,000
+6.6%
74,936
-0.1%
0.14%
-10.5%
Q1 2020$793,000
+7.7%
75,043
+35.1%
0.16%
+23.7%
Q4 2019$736,000
+30.7%
55,527
+23.3%
0.13%
+18.0%
Q3 2019$563,000
+102.5%
45,016
+104.9%
0.11%
+101.8%
Q2 2019$278,000
+3.7%
21,965
+3.8%
0.06%0.0%
Q1 2019$268,000
+7.2%
21,170
+1.1%
0.06%
-6.8%
Q4 2018$250,000
-5.3%
20,950
+0.8%
0.06%
+3.5%
Q3 2018$264,000
+7.3%
20,784
+6.2%
0.06%
+3.6%
Q2 2018$246,00019,5680.06%
Other shareholders
EATON VANCE LTD DUR INCOME F shareholders Q1 2021
NameSharesValueWeighting ↓
HOWARD WEALTH MANAGEMENT, LLC 323,563$3,785,0002.06%
SIT INVESTMENT ASSOCIATES INC 5,594,528$65,456,0001.76%
COMPASS FINANCIAL ADVISORS LLC 99,995$1,170,0001.29%
Edmonds Duncan Registered Investment Advisors, LLC 213,237$2,495,0000.73%
Chicago Partners Investment Group LLC 888,136$9,130,0000.70%
Camelot Portfolios, LLC 106,645$1,248,0000.62%
Gilbert & Cook, Inc. 303,320$3,549,0000.57%
Selway Asset Management 100,134$1,172,0000.57%
Arete Wealth Advisors, LLC 503,413$5,890,0000.49%
Aviance Capital Partners, LLC 159,569$1,867,0000.34%
View complete list of EATON VANCE LTD DUR INCOME F shareholders