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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

RVPG

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

PPA

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

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Independence Trust's EVG Position: Q4 2015 in Review

Independence Trust sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q4 2015, closing a stake of 21,721 shares — an estimated $287K sold.

Independence Trust first reported a position in EVG in Q2 2014 and held it in 6 quarters. The position peaked at $723K in Q3 2014. 49 funds tracked by Wall St. Rank hold EVG as of Q4 2015.

Independence Trust reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q4 2015 after selling out during the quarter.
Independence Trust sold 21,721 Eaton Vance Short Duration Diversified Income Fund shares in Q4 2015, an estimated $287K.
Independence Trust first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q2 2014 and held it in 6 quarters.
Independence Trust's Eaton Vance Short Duration Diversified Income Fund position peaked at $723K in Q3 2014.
49 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q4 2015.

Based on Independence Trust's 13F filing for Q4 2015, filed 29 Jan 2016.