EWA
EVG

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

EverSource Wealth 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
2023
Q1 		– Sell
-2,750
Closed -$28K – 2428
2022
Q4 		$28K Buy
+2,750
New +$29.3K ﹤0.01% 966

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

EverSource Wealth Advisors's EVG Position: Q1 2023 in Review

EverSource Wealth Advisors sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q1 2023, closing a stake of 2,750 shares — an estimated $28K sold.

EverSource Wealth Advisors first reported a position in EVG in Q4 2022 and held it in 1 quarter. The position peaked at $28K in Q4 2022. 45 funds tracked by Wall St. Rank hold EVG as of Q1 2023.

  • EverSource Wealth Advisors reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q1 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 2,750 Eaton Vance Short Duration Diversified Income Fund shares in Q1 2023, an estimated $28K.
  • EverSource Wealth Advisors first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2022 and held it in 1 quarter.
  • EverSource Wealth Advisors's Eaton Vance Short Duration Diversified Income Fund position peaked at $28K in Q4 2022.
  • 45 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q1 2023.

Based on EverSource Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.