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Eaton Vance Limited Duration Income Fund shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Eaton Vance Limited Duration Income Fund (EVV) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Eaton Vance Limited Duration Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Eaton Vance Limited Duration Income Fund held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eaton Vance Limited Duration Income Fund by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $138k 13k 10.26
2025-03-31 $186k 19k 9.98
2024-12-31 $262k 27k 9.77
2024-09-30 $282k 27k 10.51
2024-06-30 $261k 27k 9.74
2024-03-31 $261k 27k 9.75
2023-12-31 $257k 27k 9.58
2023-09-30 $242k 27k 9.04

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Top funds holding Eaton Vance Limited Duration Income Fund

Morgan Stanley
Sit Investment Associates
Ameriprise Financial
Guggenheim Capital, LLC Managers
LPL Financial
Invesco
Chicago Partners Investment
Royal Bank of Canada
Capital Investment Advisors
UBS Group
Cetera Investment Advisers
Raymond James Financial
Cyndeo Wealth Partners
Janney Montgomery Scott
Kanen Wealth Management

View all funds holding Eaton Vance Limited Duration Income Fund