IFWM
EVG

Institute for Wealth Management’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Institute for Wealth Management’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
2019
Q3 		– Sell
-10,364
Closed -$140K – 443
2019
Q2 		$140K Hold
10,364
– – 0.03% 455
2019
Q1 		$134K Hold
10,364
– – 0.03% 428
2018
Q4 		$129K Buy
+10,364
New +$131K 0.05% 251
2018
Q2 		– Sell
-20,349
Closed -$276K – 224
2018
Q1 		$276K Hold
20,349
– – 0.08% 238
2017
Q4 		$290K Sell
20,349
-15,242
-43% -$215K 0.07% 308
2017
Q3 		$506K Buy
35,591
+15,242
+75% +$217K 0.16% 181
2017
Q2 		$285K Buy
+20,349
New +$287K 0.08% 325

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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
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
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return