FAAS
EVG

First Allied Advisory Services’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

First Allied Advisory Services’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
2013
Q4 		– Sell
-215,411
Closed -$3.27M – 975
2013
Q3 		$3.27M Buy
215,411
+70,023
+48% +$1.08M 0.19% 136
2013
Q2 		$2.29M Buy
+145,388
New +$2.44M 0.18% 150

Other funds holding EVG

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

First Allied Advisory Services's EVG Position: Q4 2013 in Review

First Allied Advisory Services sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q4 2013, closing a stake of 215,411 shares — an estimated $3.27M sold.

First Allied Advisory Services first reported a position in EVG in Q2 2013 and held it in 2 quarters. The position peaked at $3.27M in Q3 2013. 46 funds tracked by Wall St. Rank hold EVG as of Q4 2013.

  • First Allied Advisory Services reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q4 2013 after selling out during the quarter.
  • First Allied Advisory Services sold 215,411 Eaton Vance Short Duration Diversified Income Fund shares in Q4 2013, an estimated $3.27M.
  • First Allied Advisory Services first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q2 2013 and held it in 2 quarters.
  • First Allied Advisory Services's Eaton Vance Short Duration Diversified Income Fund position peaked at $3.27M in Q3 2013.
  • 46 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q4 2013.

Based on First Allied Advisory Services's 13F filing for Q4 2013, filed 12 Feb 2014.