American Portfolios Advisors’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

American Portfolios Advisors’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
2022 Q3	$32.1K	Hold	3,275	–	–	﹤0.01%	1954
2022 Q2	$35.2K	Hold	3,275	–	–	﹤0.01%	1954
2022 Q1	$37.9K	Buy	3,275 +2,400	+274%	+$29.5K	﹤0.01%	2018
2021 Q4	$11.6K	Hold	875	–	–	﹤0.01%	2568
2021 Q3	$11.7K	Hold	875	–	–	﹤0.01%	2509
2021 Q2	$11.6K	Hold	875	–	–	﹤0.01%	2451
2021 Q1	$11.5K	Hold	875	–	–	﹤0.01%	2314
2020 Q4	$10.8K	Hold	875	–	–	﹤0.01%	2079
2020 Q3	$10K	Hold	875	–	–	﹤0.01%	1978
2020 Q2	$9.93K	Hold	875	–	–	﹤0.01%	1923
2020 Q1	$9.56K	Hold	875	–	–	﹤0.01%	1833
2019 Q4	$11.8K	Hold	875	–	–	﹤0.01%	1933
2019 Q3	$11.4K	Hold	875	–	–	﹤0.01%	1884
2019 Q2	$11.8K	Hold	875	–	–	﹤0.01%	1851
2019 Q1	$11.3K	Hold	875	–	–	﹤0.01%	1783
2018 Q4	$10.9K	Hold	875	–	–	﹤0.01%	1583
2018 Q3	$11.3K	Hold	875	–	–	﹤0.01%	1714
2018 Q2	$11.4K	Hold	875	–	–	﹤0.01%	1678
2018 Q1	$11.9K	Hold	875	–	–	﹤0.01%	1577
2017 Q4	$12.6K	Buy	+875	New	+$12.3K	﹤0.01%	1497

Other funds holding EVG

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

American Portfolios Advisors's EVG Position: Q3 2022 in Review

American Portfolios Advisors held its Eaton Vance Short Duration Diversified Income Fund (EVG) position steady in Q3 2022 at 3,275 shares worth $32.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1954.

American Portfolios Advisors first reported a position in EVG in Q4 2017 and has held it in 20 quarters since. The position peaked at $37.9K in Q1 2022. 42 funds tracked by Wall St. Rank hold EVG as of Q3 2022.

American Portfolios Advisors held 3,275 shares of Eaton Vance Short Duration Diversified Income Fund worth $32.1K as of Q3 2022.
American Portfolios Advisors left its Eaton Vance Short Duration Diversified Income Fund share count unchanged in Q3 2022.
Eaton Vance Short Duration Diversified Income Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1954 holding.
American Portfolios Advisors first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Eaton Vance Short Duration Diversified Income Fund position peaked at $37.9K in Q1 2022.
42 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.