CPIG
EVG

Chicago Partners Investment Group’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Chicago Partners Investment Group’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
2015
Q4 		– Sell
-1,578
Closed -$21K – 499
2015
Q3 		$21K Hold
1,578
– – 0.01% 282
2015
Q2 		$22K Sell
1,578
-38
-2% -$549 0.01% 293
2015
Q1 		$23K Buy
1,616
+38
+2% +$545 0.01% 278
2014
Q4 		$22K Buy
+1,578
New +$22.7K 0.01% 277

Other funds holding EVG

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Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Chicago Partners Investment Group's EVG Position: Q4 2015 in Review

Chicago Partners Investment Group sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q4 2015, closing a stake of 1,578 shares — an estimated $21K sold.

Chicago Partners Investment Group first reported a position in EVG in Q4 2014 and held it in 4 quarters. The position peaked at $23K in Q1 2015. 49 funds tracked by Wall St. Rank hold EVG as of Q4 2015.

  • Chicago Partners Investment Group reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q4 2015 after selling out during the quarter.
  • Chicago Partners Investment Group sold 1,578 Eaton Vance Short Duration Diversified Income Fund shares in Q4 2015, an estimated $21K.
  • Chicago Partners Investment Group first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2014 and held it in 4 quarters.
  • Chicago Partners Investment Group's Eaton Vance Short Duration Diversified Income Fund position peaked at $23K in Q1 2015.
  • 49 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q4 2015.

Based on Chicago Partners Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.