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