CoreCap Advisors
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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
Q3 		$21.8K Sell
2,200
-2,800
-56% -$29.5K ﹤0.01% 1748
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

Post Resch Tallon Group
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

CoreCap Advisors's EVG Position: Q3 2026 in Review

CoreCap Advisors reduced its Eaton Vance Short Duration Diversified Income Fund (EVG) stake by 56% in Q3 2026, selling an estimated $29.5K and leaving 2,200 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

CoreCap Advisors first reported a position in EVG in Q4 2022 and has held it in 12 quarters since. The position peaked at $53.9K in Q2 2026. 4 funds tracked by Wall St. Rank hold EVG as of Q3 2026.

  • CoreCap Advisors held 2,200 shares of Eaton Vance Short Duration Diversified Income Fund worth $21.8K as of Q3 2026.
  • CoreCap Advisors sold 2,800 Eaton Vance Short Duration Diversified Income Fund shares in Q3 2026, an estimated $29.5K.
  • Eaton Vance Short Duration Diversified Income Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1748 holding.
  • CoreCap Advisors first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2022 and has held it in 12 quarters since.
  • CoreCap Advisors's Eaton Vance Short Duration Diversified Income Fund position peaked at $53.9K in Q2 2026.
  • 4 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.