CIBC Private Wealth Group’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

CIBC Private Wealth 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
2018 Q3	–	Sell	-2,417	Closed	-$31K	–	1183
2018 Q2	$31K	Buy	2,417 +1,461	+153%	+$19.4K	﹤0.01%	1294
2018 Q1	$13K	Buy	+956	New	+$13.2K	﹤0.01%	1470

Other funds holding EVG

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIBC Private Wealth Group's EVG Position: Q3 2018 in Review

CIBC Private Wealth Group sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q3 2018, closing a stake of 2,417 shares — an estimated $31K sold.

CIBC Private Wealth Group first reported a position in EVG in Q1 2018 and held it in 2 quarters. The position peaked at $31K in Q2 2018. 54 funds tracked by Wall St. Rank hold EVG as of Q3 2018.

CIBC Private Wealth Group reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q3 2018 after selling out during the quarter.
CIBC Private Wealth Group sold 2,417 Eaton Vance Short Duration Diversified Income Fund shares in Q3 2018, an estimated $31K.
CIBC Private Wealth Group first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q1 2018 and held it in 2 quarters.
CIBC Private Wealth Group's Eaton Vance Short Duration Diversified Income Fund position peaked at $31K in Q2 2018.
54 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q3 2018.

Based on CIBC Private Wealth Group's 13F filing for Q3 2018, filed 14 Nov 2018.