First Foundation Advisors’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-73,455
| Closed | -$1.01M | – | 313 |
|
|
2016
Q3 | $1.01M | Sell |
73,455
-228,696
| -76% | -$3.14M | 0.07% | 135 |
|
|
2016
Q2 | $4.08M | Buy |
302,151
+16,510
| +6% | +$223K | 0.29% | 67 |
|
|
2016
Q1 | $3.81M | Buy |
285,641
+57,532
| +25% | +$767K | 0.28% | 69 |
|
|
2015
Q4 | $3.06M | Buy |
228,109
+62,127
| +37% | +$833K | 0.21% | 79 |
|
|
2015
Q3 | $2.2M | Buy |
165,982
+24,575
| +17% | +$325K | 0.18% | 81 |
|
|
2015
Q2 | $1.96M | Buy |
141,407
+35,164
| +33% | +$487K | 0.16% | 82 |
|
|
2015
Q1 | $1.54M | Buy |
106,243
+68,357
| +180% | +$990K | 0.13% | 84 |
|
|
2014
Q4 | $536K | Buy |
37,886
+14,313
| +61% | +$202K | 0.05% | 143 |
|
|
2014
Q3 | $346K | Buy |
23,573
+4,019
| +21% | +$59K | 0.03% | 169 |
|
|
2014
Q2 | $300K | Buy |
+19,554
| New | +$300K | 0.03% | 168 |
|