Independence Trust’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Independence Trust’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
2015 Q4	–	Sell	-21,721	Closed	-$287K	–	78
2015 Q3	$287K	Sell	21,721 -25,662	-54%	-$351K	0.29%	71
2015 Q2	$656K	Hold	47,383	–	–	0.44%	41
2015 Q1	$687K	Sell	47,383 -1,911	-4%	-$27.4K	0.43%	44
2014 Q4	$697K	Hold	49,294	–	–	0.42%	44
2014 Q3	$723K	Buy	49,294 +19,870	+68%	+$298K	0.48%	40
2014 Q2	$451K	Buy	+29,424	New	+$448K	0.29%	66

Other funds holding EVG

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

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

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

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return