AG
EVG

Advisor Group’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Advisor Group’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
2019
Q4 		$224K Buy
16,560
+4,188
+34% +$55.7K ﹤0.01% 2313
2019
Q3 		$162K Buy
12,372
+1,700
+16% +$22.5K ﹤0.01% 2484
2019
Q2 		$144K Hold
10,672
– – ﹤0.01% 2573
2019
Q1 		$138K Sell
10,672
-1,205
-10% -$15.4K ﹤0.01% 2583
2018
Q4 		$148K Sell
11,877
-2,339
-16% -$29.7K ﹤0.01% 2324
2018
Q3 		$183K Buy
14,216
+1,539
+12% +$19.9K ﹤0.01% 2234
2018
Q2 		$165K Hold
12,677
– – ﹤0.01% 2123
2018
Q1 		$173K Sell
12,677
-700
-5% -$9.67K ﹤0.01% 2085
2017
Q4 		$191K Buy
13,377
+2,070
+18% +$29.2K ﹤0.01% 2041
2017
Q3 		$160K Buy
11,307
+4,830
+75% +$68.9K ﹤0.01% 2025
2017
Q2 		$91K Buy
6,477
+4,295
+197% +$60.5K ﹤0.01% 2382
2017
Q1 		$30K Hold
2,182
– – ﹤0.01% 3079
2016
Q4 		$30K Hold
2,182
– – ﹤0.01% 2971
2016
Q3 		$29K Hold
2,182
– – ﹤0.01% 2906
2016
Q2 		$29K Buy
+2,182
New +$29.4K ﹤0.01% 2809

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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Advisor Group's EVG Position: Q4 2019 in Review

Advisor Group increased its Eaton Vance Short Duration Diversified Income Fund (EVG) stake by 34% in Q4 2019, buying an estimated $55.7K and bringing the position to 16,560 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #2313.

Advisor Group first reported a position in EVG in Q2 2016 and has held it in 15 quarters since. 36 funds tracked by Wall St. Rank hold EVG as of Q4 2019.

  • Advisor Group held 16,560 shares of Eaton Vance Short Duration Diversified Income Fund worth $224K as of Q4 2019.
  • Advisor Group bought 4,188 Eaton Vance Short Duration Diversified Income Fund shares in Q4 2019, an estimated $55.7K.
  • Eaton Vance Short Duration Diversified Income Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2313 holding.
  • Advisor Group first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q2 2016 and has held it in 15 quarters since.
  • 36 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.