IA
EVG

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

IFP 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
2023
Q1 		– Sell
-3,700
Closed -$48K – 3716
2022
Q4 		$48K Hold
3,700
– – ﹤0.01% 2275
2022
Q3 		$48K Hold
3,700
– – ﹤0.01% 2394
2022
Q2 		$48K Hold
3,700
– – ﹤0.01% 2196
2022
Q1 		$48K Buy
+3,700
New +$45.5K ﹤0.01% 2196
2019
Q1 		$26K Sell
2,000
-1,000
-33% -$12.8K ﹤0.01% 1224
2018
Q4 		$38K Hold
3,000
– – ﹤0.01% 1760
2018
Q3 		$39K Hold
3,000
– – ﹤0.01% 2028
2018
Q2 		$39K Hold
3,000
– – ﹤0.01% 2067
2018
Q1 		$43K Hold
3,000
– – ﹤0.01% 1905
2017
Q4 		$43K Sell
3,000
-3,090
-51% -$43.5K ﹤0.01% 1926
2017
Q3 		$87K Sell
6,090
-1,251
-17% -$17.8K ﹤0.01% 1639
2017
Q2 		$103K Buy
7,341
+20
+0.3% +$282 ﹤0.01% 1509
2017
Q1 		$103K Buy
7,321
+23
+0.3% +$321 ﹤0.01% 1479
2016
Q4 		$101K Buy
7,298
+24
+0.3% +$323 ﹤0.01% 1443
2016
Q3 		$100K Buy
7,274
+23
+0.3% +$313 0.01% 1359
2016
Q2 		$98K Buy
7,251
+5,251
+263% +$70.7K 0.01% 1347
2016
Q1 		$26K Sell
2,000
-5,605
-74% -$73.3K ﹤0.01% 1223
2015
Q4 		$102K Buy
+7,605
New +$101K 0.01% 1170

Other funds holding EVG

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

IFP Advisors's EVG Position: Q1 2023 in Review

IFP Advisors sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q1 2023, closing a stake of 3,700 shares — an estimated $48K sold.

IFP Advisors first reported a position in EVG in Q4 2015 and held it in 18 quarters. The position peaked at $103K in Q2 2017. 45 funds tracked by Wall St. Rank hold EVG as of Q1 2023.

  • IFP Advisors reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 3,700 Eaton Vance Short Duration Diversified Income Fund shares in Q1 2023, an estimated $48K.
  • IFP Advisors first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2015 and held it in 18 quarters.
  • IFP Advisors's Eaton Vance Short Duration Diversified Income Fund position peaked at $103K in Q2 2017.
  • 45 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.