6 Meridian’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

6 Meridian’s Portfolio EVG Stock Details EVG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-33,161	Closed	-$380K	–	313
2020 Q3	$380K	Buy	+33,161	New	+$378K	0.04%	165
2019 Q2	–	Sell	-32,174	Closed	-$417K	–	438
2019 Q1	$417K	Buy	+32,174	New	+$412K	0.04%	362
2018 Q4	–	Sell	-19,626	Closed	-$253K	–	407
2018 Q3	$253K	Sell	19,626 -1,777	-8%	-$23K	0.03%	386
2018 Q2	$279K	Buy	+21,403	New	+$284K	0.03%	378

Other funds holding EVG

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

6 Meridian's EVG Position: Q4 2020 in Review

6 Meridian sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q4 2020, closing a stake of 33,161 shares — an estimated $380K sold.

6 Meridian first reported a position in EVG in Q2 2018 and held it in 4 quarters. The position peaked at $417K in Q1 2019. 42 funds tracked by Wall St. Rank hold EVG as of Q4 2020.

6 Meridian reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q4 2020 after selling out during the quarter.
6 Meridian sold 33,161 Eaton Vance Short Duration Diversified Income Fund shares in Q4 2020, an estimated $380K.
6 Meridian first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q2 2018 and held it in 4 quarters.
6 Meridian's Eaton Vance Short Duration Diversified Income Fund position peaked at $417K in Q1 2019.
42 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q4 2020.

Based on 6 Meridian's 13F filing for Q4 2020, filed 14 Jan 2021.