DA
EVG

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

Doliver 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
2018
Q4 		– Sell
-38,690
Closed -$499K – 166
2018
Q3 		$499K Sell
38,690
-3,751
-9% -$48.5K 0.21% 65
2018
Q2 		$553K Buy
42,441
+23,553
+125% +$313K 0.23% 61
2018
Q1 		$258K Buy
18,888
+4,720
+33% +$65.2K 0.11% 176
2017
Q4 		$203K Sell
14,168
-2,161
-13% -$30.4K 0.08% 231
2017
Q3 		$233K Buy
+16,329
New +$233K 0.1% 189
2017
Q1 		– Sell
-14,079
Closed -$195K – 241
2016
Q4 		$195K Sell
14,079
-5,121
-27% -$68.9K 0.17% 174
2016
Q3 		$263K Buy
+19,200
New +$261K 0.22% 122
2015
Q4 		– Sell
-20,751
Closed -$275K – 181
2015
Q3 		$275K Buy
20,751
+5,031
+32% +$68.9K 0.2% 134
2015
Q2 		$218K Buy
+15,720
New +$227K 0.15% 207
2015
Q1 		– Sell
-32,486
Closed -$459K – 271
2014
Q4 		$459K Sell
32,486
-20,362
-39% -$293K 0.32% 104
2014
Q3 		$775K Buy
52,848
+10,112
+24% +$152K 0.53% 56
2014
Q2 		$656K Buy
42,736
+3,236
+8% +$49.3K 0.57% 51
2014
Q1 		$600K Buy
39,500
+27,023
+217% +$415K 0.39% 90
2013
Q4 		$191K Sell
12,477
-27,344
-69% -$418K 0.12% 228
2013
Q3 		$617K Buy
39,821
+17,311
+77% +$267K 0.38% 83
2013
Q2 		$364K Buy
+22,510
New +$378K 0.21% 209

Other funds holding EVG

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Doliver Advisors's EVG Position: Q4 2018 in Review

Doliver Advisors sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q4 2018, closing a stake of 38,690 shares — an estimated $499K sold.

Doliver Advisors first reported a position in EVG in Q2 2013 and held it in 16 quarters. The position peaked at $775K in Q3 2014. 42 funds tracked by Wall St. Rank hold EVG as of Q4 2018.

  • Doliver Advisors reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q4 2018 after selling out during the quarter.
  • Doliver Advisors sold 38,690 Eaton Vance Short Duration Diversified Income Fund shares in Q4 2018, an estimated $499K.
  • Doliver Advisors first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q2 2013 and held it in 16 quarters.
  • Doliver Advisors's Eaton Vance Short Duration Diversified Income Fund position peaked at $775K in Q3 2014.
  • 42 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q4 2018.

Based on Doliver Advisors's 13F filing for Q4 2018, filed 31 Jan 2019.