BRWA
EVG

B. Riley Wealth Advisors’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

B. Riley Wealth 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
2024
Q3 		– Sell
-11,000
Closed -$119K – 1310
2024
Q2 		$119K Buy
+11,000
New +$118K ﹤0.01% 1300
2023
Q3 		– Sell
-11,000
Closed -$108K – 1559
2023
Q2 		$108K Buy
11,000
+1,000
+10% +$9.81K ﹤0.01% 1428
2023
Q1 		$105K Sell
10,000
-665
-6% -$6.98K ﹤0.01% 1376
2022
Q4 		$109K Sell
10,665
-984
-8% -$10.5K ﹤0.01% 1349
2022
Q3 		$115K Buy
+11,649
New +$127K ﹤0.01% 1305
2021
Q2 		– Sell
-10,287
Closed -$129K – 1396
2021
Q1 		$129K Buy
10,287
+9
+0.1% +$118 ﹤0.01% 1265
2020
Q4 		$128K Buy
+10,278
New +$126K 0.01% 965
2019
Q3 		– Sell
-191,986
Closed -$2.49M – 823
2019
Q2 		$2.49M Sell
191,986
-21,889
-10% -$287K 0.27% 83
2019
Q1 		$2.66M Hold
213,875
– – 0.33% 58
2018
Q4 		$2.66M Sell
213,875
-21,051
-9% -$267K 0.38% 56
2018
Q3 		$3.03M Sell
234,926
-2,780
-1% -$36K 0.36% 59
2018
Q2 		$3.1M Sell
237,706
-9,035
-4% -$120K 0.41% 56
2018
Q1 		$3.37M Buy
246,741
+1,991
+0.8% +$27.5K 0.47% 47
2017
Q4 		$3.51M Buy
244,750
+225,208
+1,152% +$3.17M 0.47% 49
2017
Q3 		$278K Buy
+19,542
New +$279K 0.05% 398

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
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

B. Riley Wealth Advisors's EVG Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q3 2024, closing a stake of 11,000 shares — an estimated $119K sold.

B. Riley Wealth Advisors first reported a position in EVG in Q3 2017 and held it in 15 quarters. The position peaked at $3.51M in Q4 2017. 44 funds tracked by Wall St. Rank hold EVG as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 11,000 Eaton Vance Short Duration Diversified Income Fund shares in Q3 2024, an estimated $119K.
  • B. Riley Wealth Advisors first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q3 2017 and held it in 15 quarters.
  • B. Riley Wealth Advisors's Eaton Vance Short Duration Diversified Income Fund position peaked at $3.51M in Q4 2017.
  • 44 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.