Gary Goldberg Planning Services’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Gary Goldberg Planning 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
2014 Q4	$42K	Hold	3,000	–	–	0.02%	237
2014 Q3	$44K	Hold	3,000	–	–	0.02%	246
2014 Q2	$46K	Hold	3,000	–	–	0.02%	232
2014 Q1	$46K	Hold	3,000	–	–	0.02%	223
2013 Q4	$46K	Hold	3,000	–	–	0.03%	206
2013 Q3	$46K	Hold	3,000	–	–	0.03%	205
2013 Q2	$49K	Buy	+3,000	New	+$50.4K	0.03%	190

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

Gary Goldberg Planning Services's EVG Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Eaton Vance Short Duration Diversified Income Fund (EVG) position steady in Q4 2014 at 3,000 shares worth $42K. The position accounts for 0.02% of the portfolio, ranked #237.

Gary Goldberg Planning Services first reported a position in EVG in Q2 2013 and has held it in 7 quarters since. The position peaked at $49K in Q2 2013. 54 funds tracked by Wall St. Rank hold EVG as of Q4 2014.

Gary Goldberg Planning Services held 3,000 shares of Eaton Vance Short Duration Diversified Income Fund worth $42K as of Q4 2014.
Gary Goldberg Planning Services left its Eaton Vance Short Duration Diversified Income Fund share count unchanged in Q4 2014.
Eaton Vance Short Duration Diversified Income Fund made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #237 holding.
Gary Goldberg Planning Services first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Eaton Vance Short Duration Diversified Income Fund position peaked at $49K in Q2 2013.
54 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.