CS
EVG

Credit Suisse’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Credit Suisse’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
2016
Q4 		– Sell
-26,028
Closed -$357K – 4117
2016
Q3 		$357K Hold
26,028
– – ﹤0.01% 3594
2016
Q2 		$351K Sell
26,028
-100
-0.4% -$1.35K ﹤0.01% 3622
2016
Q1 		$348K Buy
+26,128
New +$342K ﹤0.01% 3437

Other funds holding EVG

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Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
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RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
WPA
Winning Points Advisors Boca Raton, Florida $75.9M AUM

Credit Suisse's EVG Position: Q4 2016 in Review

Credit Suisse sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q4 2016, closing a stake of 26,028 shares — an estimated $357K sold.

Credit Suisse first reported a position in EVG in Q1 2016 and held it in 3 quarters. The position peaked at $357K in Q3 2016. 47 funds tracked by Wall St. Rank hold EVG as of Q4 2016.

  • Credit Suisse reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q4 2016 after selling out during the quarter.
  • Credit Suisse sold 26,028 Eaton Vance Short Duration Diversified Income Fund shares in Q4 2016, an estimated $357K.
  • Credit Suisse first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q1 2016 and held it in 3 quarters.
  • Credit Suisse's Eaton Vance Short Duration Diversified Income Fund position peaked at $357K in Q3 2016.
  • 47 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q4 2016.

Based on Credit Suisse's 13F filing for Q4 2016, filed 14 Feb 2017.