CWM
EVG

Cabot Wealth Management’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Cabot Wealth 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
2014
Q2 		– Sell
-20,170
Closed -$306K – 147
2014
Q1 		$306K Sell
20,170
-350
-2% -$5.37K 0.08% 137
2013
Q4 		$313K Buy
+20,520
New +$314K 0.08% 145
2013
Q3 		– Sell
-37,082
Closed -$600K – 158
2013
Q2 		$600K Buy
+37,082
New +$623K 0.21% 131

Other funds holding EVG

RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FC
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Cabot Wealth Management's EVG Position: Q2 2014 in Review

Cabot Wealth Management sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q2 2014, closing a stake of 20,170 shares — an estimated $306K sold.

Cabot Wealth Management first reported a position in EVG in Q2 2013 and held it in 3 quarters. The position peaked at $600K in Q2 2013. 44 funds tracked by Wall St. Rank hold EVG as of Q2 2014.

  • Cabot Wealth Management reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q2 2014 after selling out during the quarter.
  • Cabot Wealth Management sold 20,170 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2014, an estimated $306K.
  • Cabot Wealth Management first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q2 2013 and held it in 3 quarters.
  • Cabot Wealth Management's Eaton Vance Short Duration Diversified Income Fund position peaked at $600K in Q2 2013.
  • 44 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2014.

Based on Cabot Wealth Management's 13F filing for Q2 2014, filed 28 Jul 2014.