CA
EVG

CoreCap Advisors’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

CoreCap Advisors’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
2026
Q2 		$53.9K Buy
5,000
+1,400
+39% +$15K ﹤0.01% 1375
2026
Q1 		$38.5K Buy
3,600
+1,400
+64% +$15.2K ﹤0.01% 1418
2025
Q4 		$24K Hold
2,200
– – ﹤0.01% 1599
2025
Q3 		$24.9K Hold
2,200
– – ﹤0.01% 1592
2025
Q2 		$24.3K Hold
2,200
– – ﹤0.01% 1535
2025
Q1 		$24.2K Hold
2,200
– – ﹤0.01% 1458
2024
Q4 		$24K Hold
2,200
– – ﹤0.01% 1470
2024
Q3 		$24.6K Hold
2,200
– – ﹤0.01% 1466
2024
Q2 		$23.8K Hold
2,200
– – ﹤0.01% 853
2024
Q1 		$23.2K Buy
+2,200
New +$23.3K ﹤0.01% 1411
2022
Q4 		$22.4K Buy
+2,200
New +$23.4K ﹤0.01% 1256

Other funds holding EVG

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CoreCap Advisors's EVG Position: Q2 2026 in Review

CoreCap Advisors increased its Eaton Vance Short Duration Diversified Income Fund (EVG) stake by 39% in Q2 2026, buying an estimated $15K and bringing the position to 5,000 shares worth $53.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

CoreCap Advisors first reported a position in EVG in Q4 2022 and has held it in 11 quarters since. 41 funds tracked by Wall St. Rank hold EVG as of Q2 2026.

  • CoreCap Advisors held 5,000 shares of Eaton Vance Short Duration Diversified Income Fund worth $53.9K as of Q2 2026.
  • CoreCap Advisors bought 1,400 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2026, an estimated $15K.
  • Eaton Vance Short Duration Diversified Income Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1375 holding.
  • CoreCap Advisors first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2022 and has held it in 11 quarters since.
  • 41 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.