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Concurrent Investment Advisors, LLC → EVV
Concurrent Investment Advisors, LLC EVV Position History
Eaton Vance Limited Duration Income Fund • Financial Services
Quarters held
5
Latest value
$233K
Q3 2026
Peak value
$233K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $176K |
| Q4 2025 | $170K |
| Q1 2026 | $162K |
| Q2 2026 | $163K |
| Q3 2026 | $233K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $233K | 27.6K | — | — |
| Q2 2026 | $163K | 17.4K | — | — |
| Q1 2026 | $162K | 17.2K | — | — |
| Q4 2025 | $170K | 17.2K | — | — |
| Q3 2025 | $176K | 17.4K | — | — |
Other funds holding EVV
$103.6M
$102M
$102M
$101.5M
$99.1M
$99.1M
$97.5M
$97.4M