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

Boaz Weinstein’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
2017 Q1	–	Sell	-17,610	Closed	-$244K	–	107
2016 Q4	$244K	Sell	17,610 -895,842	-98%	-$12M	0.02%	84
2016 Q3	$12.5M	Sell	913,452 -164,454	-15%	-$2.24M	1.22%	30
2016 Q2	$14.6M	Sell	1,077,906 -6,196	-0.6%	-$83.5K	1.3%	29
2016 Q1	$14.5M	Buy	1,084,102 +90,936	+9%	+$1.19M	1.41%	28
2015 Q4	$13.3M	Buy	993,166 +980,070	+7,484%	+$13M	1.27%	27
2015 Q3	$173K	Buy	+13,096	New	+$179K	0.01%	100
2015 Q2	–	Sell	-111,848	Closed	-$1.62M	–	129
2015 Q1	$1.62M	Sell	111,848 -4,595	-4%	-$65.9K	0.17%	78
2014 Q4	$1.65M	Sell	116,443 -102,893	-47%	-$1.48M	0.13%	100
2014 Q3	$3.22M	Buy	219,336 +44,665	+26%	+$670K	0.18%	106
2014 Q2	$2.68M	Buy	174,671 +18,145	+12%	+$277K	0.14%	104
2014 Q1	$2.38M	Buy	156,526 +84,281	+117%	+$1.29M	0.13%	114
2013 Q4	$1.1M	Buy	+72,245	New	+$1.1M	0.06%	149

Other funds holding EVG

SIA

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

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

RVPG

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

WFG Advisors Dallas, Texas $442M AUM 31.93% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 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

Boaz Weinstein's EVG Position: Q1 2017 in Review

Boaz Weinstein sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q1 2017, closing a stake of 17,610 shares — an estimated $244K sold.

Boaz Weinstein first reported a position in EVG in Q4 2013 and held it in 12 quarters. The position peaked at $14.6M in Q2 2016. 44 funds tracked by Wall St. Rank hold EVG as of Q1 2017.

Boaz Weinstein reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q1 2017 after selling out during the quarter.
Boaz Weinstein sold 17,610 Eaton Vance Short Duration Diversified Income Fund shares in Q1 2017, an estimated $244K.
Boaz Weinstein first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2013 and held it in 12 quarters.
Boaz Weinstein's Eaton Vance Short Duration Diversified Income Fund position peaked at $14.6M in Q2 2016.
44 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q1 2017.

Based on Saba Capital Management's 13F filing for Q1 2017, filed 15 May 2017.