BB&T Securities’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

BB&T 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
2018 Q4	–	Sell	-12,503	Closed	-$161K	–	1519
2018 Q3	$161K	Buy	12,503 +124	+1%	+$1.6K	﹤0.01%	1511
2018 Q2	$161K	Buy	12,379 +634	+5%	+$8.43K	﹤0.01%	1478
2018 Q1	$160K	Buy	11,745 +318	+3%	+$4.39K	﹤0.01%	1435
2017 Q4	$163K	Buy	+11,427	New	+$161K	﹤0.01%	1381

Other funds holding EVG

SIA

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

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

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

BB&T Securities's EVG Position: Q4 2018 in Review

BB&T Securities sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q4 2018, closing a stake of 12,503 shares — an estimated $161K sold.

BB&T Securities first reported a position in EVG in Q4 2017 and held it in 4 quarters. The position peaked at $163K in Q4 2017. 42 funds tracked by Wall St. Rank hold EVG as of Q4 2018.

BB&T Securities reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q4 2018 after selling out during the quarter.
BB&T Securities sold 12,503 Eaton Vance Short Duration Diversified Income Fund shares in Q4 2018, an estimated $161K.
BB&T Securities first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2017 and held it in 4 quarters.
BB&T Securities's Eaton Vance Short Duration Diversified Income Fund position peaked at $163K in Q4 2017.
42 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q4 2018.

Based on BB&T Securities's 13F filing for Q4 2018, filed 4 Feb 2019.