Financial & Investment Management Group’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Financial & Investment Management Group’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
2017 Q1	–	Sell	-29,415	Closed	-$408K	–	96
2016 Q4	$408K	Sell	29,415 -3,558	-11%	-$47.8K	0.16%	76
2016 Q3	$452K	Sell	32,973 -392	-1%	-$5.34K	0.15%	77
2016 Q2	$450K	Sell	33,365 -106,127	-76%	-$1.43M	0.14%	73
2016 Q1	$1.86M	Sell	139,492 -18,911	-12%	-$247K	0.5%	48
2015 Q4	$2.12M	Sell	158,403 -5,529	-3%	-$73.2K	0.59%	50
2015 Q3	$2.17M	Buy	163,932 +46,393	+39%	+$635K	0.6%	46
2015 Q2	$1.63M	Buy	117,539 +3,950	+3%	+$57.1K	0.42%	53
2015 Q1	$1.65M	Buy	113,589 +1,200	+1%	+$17.2K	0.4%	60
2014 Q4	$1.59M	Buy	+112,389	New	+$1.62M	0.42%	56

Other funds holding EVG

SIA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

AAM

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

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

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

Financial & Investment Management Group's EVG Position: Q1 2017 in Review

Financial & Investment Management Group sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q1 2017, closing a stake of 29,415 shares — an estimated $408K sold.

Financial & Investment Management Group first reported a position in EVG in Q4 2014 and held it in 9 quarters. The position peaked at $2.17M in Q3 2015. 44 funds tracked by Wall St. Rank hold EVG as of Q1 2017.

Financial & Investment Management Group reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q1 2017 after selling out during the quarter.
Financial & Investment Management Group sold 29,415 Eaton Vance Short Duration Diversified Income Fund shares in Q1 2017, an estimated $408K.
Financial & Investment Management Group first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2014 and held it in 9 quarters.
Financial & Investment Management Group's Eaton Vance Short Duration Diversified Income Fund position peaked at $2.17M in Q3 2015.
44 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q1 2017.

Based on Financial & Investment Management Group's 13F filing for Q1 2017, filed 17 Apr 2017.