CA
EVG

CapWealth Advisors’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

CapWealth Advisors’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
-300
Closed -$5K – 366
2014
Q1 		$5K Hold
300
– – ﹤0.01% 302
2013
Q4 		$5K Hold
300
– – ﹤0.01% 302
2013
Q3 		$5K Hold
300
– – ﹤0.01% 359
2013
Q2 		$5K Buy
+300
New +$5.04K ﹤0.01% 344

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

CapWealth Advisors's EVG Position: Q2 2014 in Review

CapWealth Advisors sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q2 2014, closing a stake of 300 shares — an estimated $5K sold.

CapWealth Advisors first reported a position in EVG in Q2 2013 and held it in 4 quarters. The position peaked at $5K in Q1 2014. 44 funds tracked by Wall St. Rank hold EVG as of Q2 2014.

  • CapWealth Advisors reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q2 2014 after selling out during the quarter.
  • CapWealth Advisors sold 300 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2014, an estimated $5K.
  • CapWealth Advisors first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q2 2013 and held it in 4 quarters.
  • CapWealth Advisors's Eaton Vance Short Duration Diversified Income Fund position peaked at $5K in Q1 2014.
  • 44 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2014.

Based on CapWealth Advisors's 13F filing for Q2 2014, filed 8 Aug 2014.