Creative Planning’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Creative Planning’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
2024 Q3	–	Sell	-10,724	Closed	-$116K	–	3232
2024 Q2	$116K	Hold	10,724	–	–	﹤0.01%	2813
2024 Q1	$113K	Buy	+10,724	New	+$114K	﹤0.01%	2684
2023 Q4	–	Sell	-1,690	Closed	-$17.5K	–	2861
2023 Q3	$17.5K	Buy	+1,690	New	+$17K	﹤0.01%	2600

Other funds holding EVG

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Creative Planning's EVG Position: Q3 2024 in Review

Creative Planning sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q3 2024, closing a stake of 10,724 shares — an estimated $116K sold.

Creative Planning first reported a position in EVG in Q3 2023 and held it in 3 quarters. The position peaked at $116K in Q2 2024. 44 funds tracked by Wall St. Rank hold EVG as of Q3 2024.

Creative Planning reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q3 2024 after selling out during the quarter.
Creative Planning sold 10,724 Eaton Vance Short Duration Diversified Income Fund shares in Q3 2024, an estimated $116K.
Creative Planning first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q3 2023 and held it in 3 quarters.
Creative Planning's Eaton Vance Short Duration Diversified Income Fund position peaked at $116K in Q2 2024.
44 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q3 2024.

Based on Creative Planning's 13F filing for Q3 2024, filed 11 Oct 2024.