Pointe Capital Management LLC
Position in EVV — Eaton Vance Ltd Duration Income Fund
CIK 1640335
GROSSE POINTE FARMS, MI
Position in EVV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$418,080
-$36,720 QoQ
Shares Held
44,619
-7.3% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#58
of 145 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Pointe Capital Management LLC holds $8,921,527 across 11 Asset Management names. EVV ranks #8 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSQ |
Calamos Strategic Total Return Fund
|
115,602 | $2,376,777 | |
| 2 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
109,577 | $1,593,249 | |
| 3 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
150,408 | $1,475,502 | |
| 4 | NFJ |
Virtus Dividend, Interest & Premium Strategy Fund
|
42,461 | $644,982 | |
| 5 | ETJ |
Eaton Vance Risk-Managed Diversified Equity Income Fund
|
77,964 | $644,762 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,351 | $619,784 | |
| 7 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
23,747 | $442,644 | |
| 8 | EVV |
Eaton Vance Ltd Duration Income Fund
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|
44,619 | $418,080 |
All Filings in EVV
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $418,080 | 44,619 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $454,800 | 48,127 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $260,038 | 26,240 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $215,535 | 21,235 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $237,416 | 23,140 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $229,989 | 23,045 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $224,260 | 22,954 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $240,248 | 22,859 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $221,721 | 22,764 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $221,013 | 22,668 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $216,268 | 22,575 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $212,277 | 23,482 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $227,831 | 24,341 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $249,707 | 25,351 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $237,078 | 25,248 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $249,996 | 27,144 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $368,873 | 35,709 | Shares | Sole | 2022-08-26 | |
| 2022-03-31 | $445,992 | 38,119 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $522,375 | 39,876 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $587,603 | 44,583 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $670,730 | 50,583 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $671,385 | 53,158 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $697,394 | 55,658 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $640,801 | 56,658 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $638,535 | 56,658 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $621,283 | 58,778 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||