HF
EVG

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

HRT Financial’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
2024
Q2 		– Sell
-10,552
Closed -$111K – 2454
2024
Q1 		$111K Buy
+10,552
New +$112K ﹤0.01% 1845

Other funds holding EVG

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HRT Financial's EVG Position: Q2 2024 in Review

HRT Financial sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q2 2024, closing a stake of 10,552 shares — an estimated $111K sold.

HRT Financial first reported a position in EVG in Q1 2024 and held it in 1 quarter. The position peaked at $111K in Q1 2024. 43 funds tracked by Wall St. Rank hold EVG as of Q2 2024.

  • HRT Financial reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q2 2024 after selling out during the quarter.
  • HRT Financial sold 10,552 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2024, an estimated $111K.
  • HRT Financial first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q1 2024 and held it in 1 quarter.
  • HRT Financial's Eaton Vance Short Duration Diversified Income Fund position peaked at $111K in Q1 2024.
  • 43 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2024.

Based on HRT Financial's 13F filing for Q2 2024, filed 12 Aug 2024.