FFS
EVG

Founders Financial Securities’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Founders Financial Securities’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
Q2 		– Sell
-18,625
Closed -$283 – 76
2014
Q1 		$283 Sell
18,625
-1,800
-9% -$27.6K 0.19% 47
2013
Q4 		$312K Buy
+20,425
New +$312K 0.26% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Founders Financial Securities's EVG Position: Q2 2014 in Review

Founders Financial Securities sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q2 2014, closing a stake of 18,625 shares — an estimated $283 sold.

Founders Financial Securities first reported a position in EVG in Q4 2013 and held it in 2 quarters. The position peaked at $312K in Q4 2013. 44 funds tracked by Wall St. Rank hold EVG as of Q2 2014.

  • Founders Financial Securities reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q2 2014 after selling out during the quarter.
  • Founders Financial Securities sold 18,625 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2014, an estimated $283.
  • Founders Financial Securities first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2013 and held it in 2 quarters.
  • Founders Financial Securities's Eaton Vance Short Duration Diversified Income Fund position peaked at $312K in Q4 2013.
  • 44 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2014.

Based on Founders Financial Securities's 13F filing for Q2 2014, filed 23 Jul 2014.