IAA
EVG

Independent Advisor Alliance’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-59,425
Closed -$802K – 522
2019
Q4 		$802K Buy
+59,425
New +$790K 0.04% 424

Other funds holding EVG

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Independent Advisor Alliance's EVG Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q1 2020, closing a stake of 59,425 shares — an estimated $802K sold.

Independent Advisor Alliance first reported a position in EVG in Q4 2019 and held it in 1 quarter. The position peaked at $802K in Q4 2019. 35 funds tracked by Wall St. Rank hold EVG as of Q1 2020.

  • Independent Advisor Alliance reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 59,425 Eaton Vance Short Duration Diversified Income Fund shares in Q1 2020, an estimated $802K.
  • Independent Advisor Alliance first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's Eaton Vance Short Duration Diversified Income Fund position peaked at $802K in Q4 2019.
  • 35 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.