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

Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return