HW
EVG

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

Hedeker Wealth’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
-25
Closed -$1.85K – 132
2016
Q3 		$1.85K Buy
+25
New +$340 0.1% 85

Other funds holding EVG

SIA
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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
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
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
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
WPA
Winning Points Advisors Boca Raton, Florida $74.8M AUM

Hedeker Wealth's EVG Position: Q4 2016 in Review

Hedeker Wealth sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q4 2016, closing a stake of 25 shares — an estimated $1.85K sold.

Hedeker Wealth first reported a position in EVG in Q3 2016 and held it in 1 quarter. The position peaked at $1.85K in Q3 2016. 47 funds tracked by Wall St. Rank hold EVG as of Q4 2016.

  • Hedeker Wealth reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q4 2016 after selling out during the quarter.
  • Hedeker Wealth sold 25 Eaton Vance Short Duration Diversified Income Fund shares in Q4 2016, an estimated $1.85K.
  • Hedeker Wealth first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q3 2016 and held it in 1 quarter.
  • Hedeker Wealth's Eaton Vance Short Duration Diversified Income Fund position peaked at $1.85K in Q3 2016.
  • 47 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q4 2016.

Based on Hedeker Wealth's 13F filing for Q4 2016, filed 9 Feb 2017.