SEC 13F Intelligence

Chicago Partners Investment Group LLC / XEVVX

Chicago Partners Investment Group LLC’s Eaton Vance Limited Duration Position

Does Chicago Partners Investment Group LLC own Eaton Vance Limited Duration (XEVVX)? Yes — 1.06M shares worth $10M (+0.23% of its 13F portfolio) as of Q1 2026, up from 1.05M shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
1.06M
% of Portfolio
+0.23%
Quarters Held
30
currently held

Position History XEVVX

Reported value by quarter
Q4 ’18: $11MQ4 ’18Q1 ’19: $13MQ2 ’19: $13MQ3 ’19: $14MQ4 ’19: $15MQ4 ’19Q1 ’20: $11MQ2 ’20: $11MQ3 ’20: $11MQ4 ’20: $11MQ4 ’20Q1 ’21: $12MQ2 ’21: $12MQ3 ’21: $12MQ4 ’21: $11MQ4 ’21Q1 ’22: $9MQ2 ’22: $10MQ3 ’22: $8MQ4 ’22: $8MQ4 ’22Q1 ’23: $8MQ2 ’23: $8MQ3 ’23: $7MQ4 ’23: $8MQ4 ’23Q1 ’24: $8MQ2 ’24: $8MQ3 ’24: $9MQ4 ’24: $9MQ4 ’24Q1 ’25: $10MQ2 ’25: $10MQ3 ’25: $10MQ4 ’25: $10MQ4 ’25Q1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.06M$10M+0.23%
Q4 20251.05M$10M+0.26%
Q3 20251.04M$10M+0.27%
Q2 20251.03M$10M+0.30%
Q1 2025984.3K$10M+0.32%
Q4 2024921.4K$9M+0.31%
Q3 2024904.1K$9M+0.33%
Q2 2024857.0K$8M+0.33%
Q1 2024843.6K$8M+0.34%
Q4 2023806.6K$8M+0.36%
Q3 2023854.6K$7M+0.40%
Q2 2023842.5K$8M+0.41%
Q1 2023841.1K$8M+0.46%
Q4 2022805.1K$8M+0.52%
Q3 2022856.6K$8M+0.60%
Q2 2022873.9K$10M+0.69%
Q1 2022888.1K$9M+0.70%
Q4 2021915.0K$11M+0.75%
Q3 2021923.5K$12M+0.85%
Q2 2021931.9K$12M+0.91%
Q1 2021913.8K$12M+0.96%
Q4 2020894.6K$11M+1.06%
Q3 2020937.2K$11M+1.32%
Q2 2020961.2K$11M+1.37%
Q1 2020984.0K$11M+1.63%
Q4 20191.13M$15M+1.86%
Q3 20191.08M$14M+1.93%
Q2 20191.06M$13M+1.91%
Q1 20191.05M$13M+1.98%
Q4 2018902.6K$11M+1.64%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Chicago Partners Investment Group LLC’s full portfolio or all institutional holders of XEVVX.