Corient Private Wealth
EVG

Corient Private Wealth’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Corient Private Wealth’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
2023
Q2 		– Sell
-10,484
Closed -$110K – 2103
2023
Q1 		$110K Buy
+10,484
New +$110K ﹤0.01% 1870

Other funds holding EVG

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Corient Private Wealth's EVG Position: Q2 2023 in Review

Corient Private Wealth sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q2 2023, closing a stake of 10,484 shares — an estimated $110K sold.

Corient Private Wealth first reported a position in EVG in Q1 2023 and held it in 1 quarter. The position peaked at $110K in Q1 2023. 47 funds tracked by Wall St. Rank hold EVG as of Q2 2023.

  • Corient Private Wealth reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q2 2023 after selling out during the quarter.
  • Corient Private Wealth sold 10,484 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2023, an estimated $110K.
  • Corient Private Wealth first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q1 2023 and held it in 1 quarter.
  • Corient Private Wealth's Eaton Vance Short Duration Diversified Income Fund position peaked at $110K in Q1 2023.
  • 47 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2023.

Based on Corient Private Wealth's 13F filing for Q2 2023, filed 10 Aug 2023.