CWS
EVG

Confluence Wealth Services’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-1,786
Closed -$23K – 512
2021
Q4 		$23K Buy
+1,786
New +$23.9K 0.01% 691

Other funds holding EVG

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Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Confluence Wealth Services's EVG Position: Q1 2022 in Review

Confluence Wealth Services sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q1 2022, closing a stake of 1,786 shares — an estimated $23K sold.

Confluence Wealth Services first reported a position in EVG in Q4 2021 and held it in 1 quarter. The position peaked at $23K in Q4 2021. 37 funds tracked by Wall St. Rank hold EVG as of Q1 2022.

  • Confluence Wealth Services reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 1,786 Eaton Vance Short Duration Diversified Income Fund shares in Q1 2022, an estimated $23K.
  • Confluence Wealth Services first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Eaton Vance Short Duration Diversified Income Fund position peaked at $23K in Q4 2021.
  • 37 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.