Bruderman Asset Management’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Bruderman Asset Management’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	-3,000	Closed	-$42K	–	182
2016 Q4	$42K	Hold	3,000	–	–	0.01%	215
2016 Q3	$41K	Hold	3,000	–	–	0.01%	219
2016 Q2	$41K	Hold	3,000	–	–	0.01%	215
2016 Q1	$40K	Hold	3,000	–	–	0.01%	216
2015 Q4	$40K	Hold	3,000	–	–	0.02%	227
2015 Q3	$40K	Hold	3,000	–	–	0.02%	228
2015 Q2	$42K	Hold	3,000	–	–	0.02%	237
2015 Q1	$43K	Buy	+3,000	New	+$43K	0.02%	227

Other funds holding EVG

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Kovitz Investment Group Partners

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return