Advisory Services Network’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Advisory Services Network’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
2026 Q2	–	Sell	-1,825	Closed	-$19.5K	–	2942
2026 Q1	$19.5K	Buy	+1,825	New	+$19.8K	﹤0.01%	3218
2025 Q4	–	Sell	-1,825	Closed	-$20.7K	–	2573
2025 Q3	$20.7K	Buy	+1,825	New	+$20.5K	﹤0.01%	2940
2024 Q1	–	Sell	-2,264	Closed	-$23.5K	–	2124
2023 Q4	$23.5K	Buy	+2,264	New	+$22.9K	﹤0.01%	2436
2023 Q2	–	Sell	-2,264	Closed	-$23.7K	–	2120
2023 Q1	$23.7K	Hold	2,264	–	–	﹤0.01%	2438
2022 Q4	$23.1K	Buy	+2,264	New	+$24.1K	﹤0.01%	2385
2021 Q3	–	Sell	-939	Closed	-$12K	–	1965
2021 Q2	$12K	Buy	+939	New	+$12.4K	﹤0.01%	2702
2021 Q1	–	Sell	-939	Closed	-$12K	–	1792
2020 Q4	$12K	Hold	939	–	–	﹤0.01%	2340
2020 Q3	$11K	Buy	+939	New	+$10.7K	﹤0.01%	2373
2020 Q2	–	Sell	-939	Closed	-$10K	–	1535
2020 Q1	$10K	Hold	939	–	–	﹤0.01%	2201
2019 Q4	$13K	Buy	939 +89	+10%	+$1.18K	﹤0.01%	2230
2019 Q3	$12K	Hold	850	–	–	﹤0.01%	2073
2019 Q2	$12K	Buy	+850	New	+$11.1K	﹤0.01%	2071

Other funds holding EVG

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Advisory Services Network's EVG Position: Q2 2026 in Review

Advisory Services Network sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q2 2026, closing a stake of 1,825 shares — an estimated $19.5K sold.

Advisory Services Network first reported a position in EVG in Q2 2019 and held it in 12 quarters. The position peaked at $23.7K in Q1 2023. 41 funds tracked by Wall St. Rank hold EVG as of Q2 2026.

Advisory Services Network reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 1,825 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2026, an estimated $19.5K.
Advisory Services Network first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q2 2019 and held it in 12 quarters.
Advisory Services Network's Eaton Vance Short Duration Diversified Income Fund position peaked at $23.7K in Q1 2023.
41 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.