EATON VANCE LTD DUR INCOME F's ticker is EVV and the CUSIP is 27828H105. A total of 153 filers reported holding EATON VANCE LTD DUR INCOME F in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,976,138 | -0.6% | 329,221 | +3.0% | 0.00% | 0.0% |
| Q2 2023 | $2,993,015 | -5.0% | 319,767 | -0.0% | 0.00% | -20.0% |
| Q1 2023 | $3,151,262 | +4.4% | 319,924 | -0.4% | 0.01% | 0.0% |
| Q4 2022 | $3,017,483 | +1.9% | 321,352 | -0.1% | 0.01% | 0.0% |
| Q3 2022 | $2,961,000 | -11.5% | 321,556 | -0.8% | 0.01% | 0.0% |
| Q2 2022 | $3,347,000 | -26.4% | 324,016 | -16.6% | 0.01% | -16.7% |
| Q1 2022 | $4,545,000 | +40.1% | 388,456 | +56.9% | 0.01% | +50.0% |
| Q4 2021 | $3,244,000 | +52.2% | 247,660 | +53.2% | 0.00% | +33.3% |
| Q3 2021 | $2,131,000 | +11.5% | 161,629 | +12.2% | 0.00% | 0.0% |
| Q2 2021 | $1,911,000 | +43.8% | 144,062 | +36.9% | 0.00% | +50.0% |
| Q1 2021 | $1,329,000 | +100.8% | 105,214 | +99.1% | 0.00% | +100.0% |
| Q4 2020 | $662,000 | +75.1% | 52,849 | +58.1% | 0.00% | 0.0% |
| Q3 2020 | $378,000 | -25.9% | 33,427 | -26.1% | 0.00% | 0.0% |
| Q2 2020 | $510,000 | +144.0% | 45,242 | +129.0% | 0.00% | 0.0% |
| Q1 2020 | $209,000 | -43.7% | 19,757 | -29.7% | 0.00% | 0.0% |
| Q4 2019 | $371,000 | +2.8% | 28,103 | -2.0% | 0.00% | 0.0% |
| Q3 2019 | $361,000 | -11.3% | 28,675 | -10.6% | 0.00% | 0.0% |
| Q2 2019 | $407,000 | -2.6% | 32,059 | -2.4% | 0.00% | 0.0% |
| Q1 2019 | $418,000 | -21.9% | 32,857 | -26.7% | 0.00% | -50.0% |
| Q4 2018 | $535,000 | -65.6% | 44,833 | -63.4% | 0.00% | -50.0% |
| Q3 2018 | $1,556,000 | +25.0% | 122,436 | +24.0% | 0.00% | 0.0% |
| Q2 2018 | $1,245,000 | -22.8% | 98,746 | -20.1% | 0.00% | -20.0% |
| Q1 2018 | $1,612,000 | -8.7% | 123,642 | -4.2% | 0.01% | -16.7% |
| Q4 2017 | $1,765,000 | -11.5% | 129,115 | -9.1% | 0.01% | -14.3% |
| Q3 2017 | $1,994,000 | -5.4% | 141,990 | -4.9% | 0.01% | -12.5% |
| Q2 2017 | $2,108,000 | -5.3% | 149,277 | -7.0% | 0.01% | -11.1% |
| Q1 2017 | $2,227,000 | -23.0% | 160,495 | -23.7% | 0.01% | -25.0% |
| Q4 2016 | $2,893,000 | -8.5% | 210,399 | -8.6% | 0.01% | -14.3% |
| Q3 2016 | $3,161,000 | +3.5% | 230,109 | +1.2% | 0.01% | 0.0% |
| Q2 2016 | $3,055,000 | +5.9% | 227,297 | +3.8% | 0.01% | -6.7% |
| Q1 2016 | $2,886,000 | +77.4% | 218,966 | +71.7% | 0.02% | +87.5% |
| Q4 2015 | $1,627,000 | +158.7% | 127,501 | +156.9% | 0.01% | +100.0% |
| Q3 2015 | $629,000 | -51.8% | 49,632 | -48.8% | 0.00% | +33.3% |
| Q2 2015 | $1,305,000 | +9.0% | 96,878 | +16.6% | 0.00% | -57.1% |
| Q1 2015 | $1,197,000 | -20.3% | 83,118 | -21.9% | 0.01% | -12.5% |
| Q4 2014 | $1,502,000 | -34.5% | 106,399 | -32.3% | 0.01% | -60.0% |
| Q3 2014 | $2,293,000 | -6.3% | 157,266 | +0.1% | 0.02% | -9.1% |
| Q2 2014 | $2,448,000 | +7.5% | 157,147 | +5.3% | 0.02% | 0.0% |
| Q1 2014 | $2,277,000 | – | 149,297 | – | 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% |