Barclays
EVG

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

Barclays’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
2021
Q4 		– Sell
-19,753
Closed -$266K – 4272
2021
Q3 		$266K Sell
19,753
-21,889
-53% -$298K ﹤0.01% 3473
2021
Q2 		$569K Buy
+41,642
New +$552K ﹤0.01% 3010
2014
Q4 		– Sell
-209
Closed -$3K – 7350
2014
Q3 		$3K Sell
209
-60,582
-100% -$909K ﹤0.01% 7311
2014
Q2 		$910K Buy
60,791
+997
+2% +$15.2K ﹤0.01% 3428
2014
Q1 		$894K Sell
59,794
-998
-2% -$15.3K ﹤0.01% 3358
2013
Q4 		$907K Buy
60,792
+8,944
+17% +$137K ﹤0.01% 3489
2013
Q3 		$778K Sell
51,848
-59,368
-53% -$915K ﹤0.01% 3631
2013
Q2 		$1.8M Buy
+111,216
New +$1.87M ﹤0.01% 2658

Other funds holding EVG

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EM
ELCO Management New York $208M AUM 23.85% 1-Year Est. Return