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1SB
EVG
1ST Source Bank’s
Eaton Vance Short Duration Diversified Income Fund
EVG
Stock Holding History
1ST Source Bank’s Portfolio
EVG Stock Details
EVG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q4
–
Sell
-11,409
Closed
-$147K
–
216
2018
Q3
$147K
Sell
11,409
-2,306
-17%
-$29.8K
0.01%
230
2018
Q2
$179K
Sell
13,715
-800
-6%
-$10.6K
0.01%
225
2018
Q1
$198K
Sell
14,515
-1,595
-10%
-$22K
0.02%
229
2017
Q4
$231K
Sell
16,110
-14,284
-47%
-$201K
0.02%
213
2017
Q3
$433K
Sell
30,394
-713
-2%
-$10.2K
0.04%
161
2017
Q2
$437K
Sell
31,107
-2,897
-9%
-$40.8K
0.04%
162
2017
Q1
$480K
Sell
34,004
-625
-2%
-$8.72K
0.04%
158
2016
Q4
$480K
Sell
34,629
-3,695
-10%
-$49.7K
0.05%
160
2016
Q3
$525K
Sell
38,324
-1,849
-5%
-$25.2K
0.06%
143
2016
Q2
$542K
Buy
40,173
+697
+2%
+$9.39K
0.06%
139
2016
Q1
$527K
Sell
39,476
-8,135
-17%
-$106K
0.06%
144
2015
Q4
$638K
Sell
47,611
-4,058
-8%
-$53.8K
0.07%
132
2015
Q3
$684K
Sell
51,669
-6,523
-11%
-$89.3K
0.08%
147
2015
Q2
$806K
Sell
58,192
-15,049
-21%
-$218K
0.09%
130
2015
Q1
$1.06M
Sell
73,241
-6,365
-8%
-$91.3K
0.13%
106
2014
Q4
$1.13M
Sell
79,606
-15,637
-16%
-$225K
0.14%
100
2014
Q3
$1.4M
Sell
95,243
-11,187
-11%
-$168K
0.19%
86
2014
Q2
$1.63M
Sell
106,430
-13,752
-11%
-$210K
0.21%
84
2014
Q1
$1.83M
Sell
120,182
-4,496
-4%
-$69K
0.24%
78
2013
Q4
$1.9M
Sell
124,678
-11,184
-8%
-$171K
0.26%
75
2013
Q3
$2.1M
Buy
+135,862
New
+$2.09M
0.31%
70
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SIA
Sit Investment Associates
Minneapolis, Minnesota
$4.93B AUM
12.22%
1-Year Est. Return
RVPG
Relative Value Partners Group
$772M AUM
15.6%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
1CP
1607 Capital Partners
Richmond, Virginia
$1.39B AUM
8.35%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
BRWA
B. Riley Wealth Advisors
Boca Raton, Florida
$1.87B AUM
37.01%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Kovitz Investment Group Partners
Chicago, Illinois
$4.31B AUM
20.41%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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