Concert Wealth Management’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-22,620
Closed -$314K 237
2017
Q1
$314K Sell
22,620
-300
-1% -$4.18K 0.07% 343
2016
Q4
$318K Sell
22,920
-3,700
-14% -$49.8K 0.07% 344
2016
Q3
$364K Sell
26,620
-332
-1% -$4.52K 0.04% 442
2016
Q2
$366K Sell
26,952
-1,450
-5% -$19.5K 0.05% 411
2016
Q1
$380K Sell
28,402
-798
-3% -$10.4K 0.05% 405
2015
Q4
$392K Sell
29,200
-2
-0% -$26 0.05% 407
2015
Q3
$388K Sell
29,202
-1,850
-6% -$25.3K 0.05% 412
2015
Q2
$432K Sell
31,052
-3,586
-10% -$51.9K 0.06% 395
2015
Q1
$0 Sell
34,638
-4,198
-11% -$60.2K ﹤0.01% 528
2014
Q4
$547K Buy
38,836
+3,629
+10% +$52.3K 0.08% 298
2014
Q3
$519K Buy
35,207
+2,536
+8% +$38K 0.07% 251
2014
Q2
$490K Hold
32,671
0.06% 280
2014
Q1
$495K Hold
32,671
0.06% 272
2013
Q4
$496K Sell
32,671
-6,286
-16% -$96K 0.06% 257
2013
Q3
$607K Sell
38,957
-1,628
-4% -$25.1K 0.09% 216
2013
Q2
$655K Buy
+40,585
New +$682K 0.1% 178

Other funds holding EVG