ATS
EVG

Ashton Thomas Securities’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Ashton Thomas Securities’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
2024
Q4 		– Sell
-1,000
Closed -$11.2K – 539
2024
Q3 		$11.2K Buy
+1,000
New +$11.1K ﹤0.01% 782

Other funds holding EVG

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Ashton Thomas Securities's EVG Position: Q4 2024 in Review

Ashton Thomas Securities sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q4 2024, closing a stake of 1,000 shares — an estimated $11.2K sold.

Ashton Thomas Securities first reported a position in EVG in Q3 2024 and held it in 1 quarter. The position peaked at $11.2K in Q3 2024. 46 funds tracked by Wall St. Rank hold EVG as of Q4 2024.

  • Ashton Thomas Securities reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q4 2024 after selling out during the quarter.
  • Ashton Thomas Securities sold 1,000 Eaton Vance Short Duration Diversified Income Fund shares in Q4 2024, an estimated $11.2K.
  • Ashton Thomas Securities first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q3 2024 and held it in 1 quarter.
  • Ashton Thomas Securities's Eaton Vance Short Duration Diversified Income Fund position peaked at $11.2K in Q3 2024.
  • 46 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q4 2024.

Based on Ashton Thomas Securities's 13F filing for Q4 2024, filed 11 Feb 2025.