Pointe Capital Management LLC
Position in EVV — Eaton Vance Ltd Duration Income Fund
CIK 1640335
GROSSE POINTE FARMS, MI
Position in EVV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$454,800
+$194,762 QoQ
Shares Held
48,127
+83.4% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EVV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Pointe Capital Management LLC holds $8,614,983 across 11 Asset Management names. EVV ranks #7 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSQ |
Calamos Strategic Total Return Fund
|
124,101 | $2,124,609 | |
| 2 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
113,351 | $1,563,110 | |
| 3 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
168,107 | $1,455,806 | |
| 4 | ETJ |
Eaton Vance Risk-Managed Diversified Equity Income Fund
|
84,722 | $692,178 | |
| 5 | AMP |
Ameriprise Financial Inc
|
1,372 | $609,716 | |
| 6 | NFJ |
Virtus Dividend, Interest & Premium Strategy Fund
|
42,556 | $536,631 | |
| 7 | EVV |
Eaton Vance Ltd Duration Income Fund
This page
|
48,127 | $454,800 | |
| 8 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
24,307 | $390,613 |
All Filings in EVV
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||