IA
EVG

Icon Advisers’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Icon Advisers’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
2021
Q3 		– Sell
-103,120
Closed -$1.37M – 166
2021
Q2 		$1.37M Buy
+103,120
New +$1.37M 0.22% 132

Other funds holding EVG

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Icon Advisers's EVG Position: Q3 2021 in Review

Icon Advisers sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q3 2021, closing a stake of 103,120 shares — an estimated $1.37M sold.

Icon Advisers first reported a position in EVG in Q2 2021 and held it in 1 quarter. The position peaked at $1.37M in Q2 2021. 35 funds tracked by Wall St. Rank hold EVG as of Q3 2021.

  • Icon Advisers reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q3 2021 after selling out during the quarter.
  • Icon Advisers sold 103,120 Eaton Vance Short Duration Diversified Income Fund shares in Q3 2021, an estimated $1.37M.
  • Icon Advisers first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q2 2021 and held it in 1 quarter.
  • Icon Advisers's Eaton Vance Short Duration Diversified Income Fund position peaked at $1.37M in Q2 2021.
  • 35 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q3 2021.

Based on Icon Advisers's 13F filing for Q3 2021, filed 2 Nov 2021.