CWM
EVG

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

Concert Wealth Management’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
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

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concert Wealth Management's EVG Position: Q2 2017 in Review

Concert Wealth Management sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q2 2017, closing a stake of 22,620 shares — an estimated $314K sold.

Concert Wealth Management first reported a position in EVG in Q2 2013 and held it in 16 quarters. The position peaked at $655K in Q2 2013. 42 funds tracked by Wall St. Rank hold EVG as of Q2 2017.

  • Concert Wealth Management reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 22,620 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2017, an estimated $314K.
  • Concert Wealth Management first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's Eaton Vance Short Duration Diversified Income Fund position peaked at $655K in Q2 2013.
  • 42 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.