First Houston Capital’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

First Houston Capital’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
2014 Q4	–	Sell	-2,000	Closed	-$29K	–	75
2014 Q3	$29K	Sell	2,000 -3,300	-62%	-$49.5K	0.03%	75
2014 Q2	$81K	Buy	+5,300	New	+$80.8K	0.08%	66
2013 Q4	–	Sell	-32,000	Closed	-$496K	–	70
2013 Q3	$496K	Buy	+32,000	New	+$493K	0.53%	46

Other funds holding EVG

RVP

Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

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

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Houston Capital's EVG Position: Q4 2014 in Review

First Houston Capital sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q4 2014, closing a stake of 2,000 shares — an estimated $29K sold.

First Houston Capital first reported a position in EVG in Q3 2013 and held it in 3 quarters. The position peaked at $496K in Q3 2013. 54 funds tracked by Wall St. Rank hold EVG as of Q4 2014.

First Houston Capital reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q4 2014 after selling out during the quarter.
First Houston Capital sold 2,000 Eaton Vance Short Duration Diversified Income Fund shares in Q4 2014, an estimated $29K.
First Houston Capital first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q3 2013 and held it in 3 quarters.
First Houston Capital's Eaton Vance Short Duration Diversified Income Fund position peaked at $496K in Q3 2013.
54 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q4 2014.

Based on First Houston Capital's 13F filing for Q4 2014, filed 9 Feb 2015.