Carson Wealth (CWM LLC)
EVG

Carson Wealth (CWM LLC)’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Carson Wealth (CWM LLC)’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
2023
Q3 		– Sell
-1,000
Closed -$10K – 4268
2023
Q2 		$10K Hold
1,000
– – ﹤0.01% 3071
2023
Q1 		$10K Buy
+1,000
New +$10.5K ﹤0.01% 2939
2019
Q1 		– Sell
-305
Closed -$4K – 3024
2018
Q4 		$4K Buy
+305
New +$3.87K ﹤0.01% 1587

Other funds holding EVG

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EVG Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q3 2023, closing a stake of 1,000 shares — an estimated $10K sold.

Carson Wealth (CWM LLC) first reported a position in EVG in Q4 2018 and held it in 3 quarters. The position peaked at $10K in Q2 2023. 45 funds tracked by Wall St. Rank hold EVG as of Q3 2023.

  • Carson Wealth (CWM LLC) reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q3 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,000 Eaton Vance Short Duration Diversified Income Fund shares in Q3 2023, an estimated $10K.
  • Carson Wealth (CWM LLC) first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2018 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Eaton Vance Short Duration Diversified Income Fund position peaked at $10K in Q2 2023.
  • 45 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.