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

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 12.46% 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

Bruderman Asset Management's EVG Position: Q1 2017 in Review

Bruderman Asset Management sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q1 2017, closing a stake of 3,000 shares — an estimated $42K sold.

Bruderman Asset Management first reported a position in EVG in Q1 2015 and held it in 8 quarters. The position peaked at $43K in Q1 2015. 44 funds tracked by Wall St. Rank hold EVG as of Q1 2017.

Bruderman Asset Management reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q1 2017 after selling out during the quarter.
Bruderman Asset Management sold 3,000 Eaton Vance Short Duration Diversified Income Fund shares in Q1 2017, an estimated $42K.
Bruderman Asset Management first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q1 2015 and held it in 8 quarters.
Bruderman Asset Management's Eaton Vance Short Duration Diversified Income Fund position peaked at $43K in Q1 2015.
44 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q1 2017.

Based on Bruderman Asset Management's 13F filing for Q1 2017, filed 9 May 2017.