Genesis Wealth Advisors’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Genesis Wealth 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
2015 Q2	$5.89K	Hold	425	–	–	﹤0.01%	393
2015 Q1	$6.14K	Hold	425	–	–	0.01%	379
2014 Q4	$6.13K	Buy	+425	New	+$6.12K	﹤0.01%	409

Other funds holding EVG

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Genesis Wealth Advisors's EVG Position: Q2 2015 in Review

Genesis Wealth Advisors held its Eaton Vance Short Duration Diversified Income Fund (EVG) position steady in Q2 2015 at 425 shares worth $5.89K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Genesis Wealth Advisors first reported a position in EVG in Q4 2014 and has held it in 3 quarters since. The position peaked at $6.14K in Q1 2015. 44 funds tracked by Wall St. Rank hold EVG as of Q2 2015.

Genesis Wealth Advisors held 425 shares of Eaton Vance Short Duration Diversified Income Fund worth $5.89K as of Q2 2015.
Genesis Wealth Advisors left its Eaton Vance Short Duration Diversified Income Fund share count unchanged in Q2 2015.
Eaton Vance Short Duration Diversified Income Fund made up ﹤0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #393 holding.
Genesis Wealth Advisors first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2014 and has held it in 3 quarters since.
Genesis Wealth Advisors's Eaton Vance Short Duration Diversified Income Fund position peaked at $6.14K in Q1 2015.
44 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.