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

HighTower 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
2017 Q2	–	Sell	-56,105	Closed	-$792K	–	2253
2017 Q1	$792K	Sell	56,105 -5,438	-9%	-$75.8K	0.01%	1133
2016 Q4	$851K	Sell	61,543 -2,382	-4%	-$32K	0.01%	1036
2016 Q3	$880K	Sell	63,925 -680	-1%	-$9.26K	0.01%	975
2016 Q2	$878K	Sell	64,605 -4,125	-6%	-$55.6K	0.01%	940
2016 Q1	$918K	Hold	68,730	–	–	﹤0.01%	1078
2015 Q4	$920K	Sell	68,730 -4,238	-6%	-$56.1K	0.01%	1014
2015 Q3	$967K	Sell	72,968 -3,243	-4%	-$44.4K	0.01%	901
2015 Q2	$1.06M	Sell	76,211 -700	-0.9%	-$10.1K	0.02%	744
2015 Q1	$1.11M	Buy	76,911 +100	+0.1%	+$1.43K	0.02%	763
2014 Q4	$1.09M	Buy	76,811 +3,930	+5%	+$56.6K	0.02%	761
2014 Q3	$1.07M	Sell	72,881 -6,316	-8%	-$94.7K	0.02%	756
2014 Q2	$1.22M	Sell	79,197 -15,952	-17%	-$243K	0.02%	741
2014 Q1	$1.45M	Sell	95,149 -3,064	-3%	-$47K	0.03%	615
2013 Q4	$1.5M	Sell	98,213 -15,623	-14%	-$239K	0.03%	566
2013 Q3	$1.76M	Sell	113,836 -26,150	-19%	-$403K	0.04%	449
2013 Q2	$2.27M	Buy	+139,986	New	+$2.35M	0.06%	357

Other funds holding EVG

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

RVPG

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

WFG Advisors Dallas, Texas $442M AUM 12.46% 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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

PPA

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

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

HighTower Advisors's EVG Position: Q2 2017 in Review

HighTower Advisors sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q2 2017, closing a stake of 56,105 shares — an estimated $792K sold.

HighTower Advisors first reported a position in EVG in Q2 2013 and held it in 16 quarters. The position peaked at $2.27M in Q2 2013. 42 funds tracked by Wall St. Rank hold EVG as of Q2 2017.

HighTower Advisors reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q2 2017 after selling out during the quarter.
HighTower Advisors sold 56,105 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2017, an estimated $792K.
HighTower Advisors first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q2 2013 and held it in 16 quarters.
HighTower Advisors's Eaton Vance Short Duration Diversified Income Fund position peaked at $2.27M in Q2 2013.
42 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2017.

Based on HighTower Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.