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

First Foundation 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
2016 Q4	–	Sell	-73,455	Closed	-$1.01M	–	313
2016 Q3	$1.01M	Sell	73,455 -228,696	-76%	-$3.11M	0.07%	135
2016 Q2	$4.08M	Buy	302,151 +16,510	+6%	+$222K	0.29%	67
2016 Q1	$3.81M	Buy	285,641 +57,532	+25%	+$752K	0.28%	69
2015 Q4	$3.06M	Buy	228,109 +62,127	+37%	+$823K	0.21%	79
2015 Q3	$2.2M	Buy	165,982 +24,575	+17%	+$337K	0.18%	81
2015 Q2	$1.96M	Buy	141,407 +35,164	+33%	+$508K	0.16%	82
2015 Q1	$1.54M	Buy	106,243 +68,357	+180%	+$980K	0.13%	84
2014 Q4	$536K	Buy	37,886 +14,313	+61%	+$206K	0.05%	143
2014 Q3	$346K	Buy	23,573 +4,019	+21%	+$60.3K	0.03%	169
2014 Q2	$300K	Buy	+19,554	New	+$298K	0.03%	168

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

RCM

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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

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

WPA

Winning Points Advisors Boca Raton, Florida $74.8M AUM

First Foundation Advisors's EVG Position: Q4 2016 in Review

First Foundation Advisors sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q4 2016, closing a stake of 73,455 shares — an estimated $1.01M sold.

First Foundation Advisors first reported a position in EVG in Q2 2014 and held it in 10 quarters. The position peaked at $4.08M in Q2 2016. 47 funds tracked by Wall St. Rank hold EVG as of Q4 2016.

First Foundation Advisors reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q4 2016 after selling out during the quarter.
First Foundation Advisors sold 73,455 Eaton Vance Short Duration Diversified Income Fund shares in Q4 2016, an estimated $1.01M.
First Foundation Advisors first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q2 2014 and held it in 10 quarters.
First Foundation Advisors's Eaton Vance Short Duration Diversified Income Fund position peaked at $4.08M in Q2 2016.
47 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q4 2016.

Based on First Foundation Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.