Cetera Advisor Networks’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$194K	Buy	18,366 +4,466	+32%	+$47.4K	﹤0.01%	2605
2023 Q4	$144K	Buy	13,900 +2,962	+27%	+$30K	﹤0.01%	2603
2023 Q3	$113K	Buy	10,938 +323	+3%	+$3.25K	﹤0.01%	2553
2023 Q2	$104K	Buy	10,615 +137	+1%	+$1.34K	﹤0.01%	2460
2023 Q1	$110K	Sell	10,478 -34	-0.3%	-$357	﹤0.01%	2428
2022 Q4	$107K	Buy	+10,512	New	+$112K	﹤0.01%	2373
2020 Q3	–	Sell	-1,668	Closed	-$19K	–	1758
2020 Q2	$19K	Buy	+1,668	New	+$18.7K	﹤0.01%	2411

Other funds holding EVG

SIA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Cetera Advisor Networks's EVG Position: Q1 2024 in Review

Cetera Advisor Networks increased its Eaton Vance Short Duration Diversified Income Fund (EVG) stake by 32% in Q1 2024, buying an estimated $47.4K and bringing the position to 18,366 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #2605.

Cetera Advisor Networks first reported a position in EVG in Q2 2020 and has held it in 7 quarters since. 48 funds tracked by Wall St. Rank hold EVG as of Q1 2024.

Cetera Advisor Networks held 18,366 shares of Eaton Vance Short Duration Diversified Income Fund worth $194K as of Q1 2024.
Cetera Advisor Networks bought 4,466 Eaton Vance Short Duration Diversified Income Fund shares in Q1 2024, an estimated $47.4K.
Eaton Vance Short Duration Diversified Income Fund made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2605 holding.
Cetera Advisor Networks first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q2 2020 and has held it in 7 quarters since.
48 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.