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 $5.28B AUM 14.42% 1-Year Est. Return

RVPG

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

1CP

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Institute for Wealth Management's EVG Position: Q3 2019 in Review

Institute for Wealth Management sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q3 2019, closing a stake of 10,364 shares — an estimated $140K sold.

Institute for Wealth Management first reported a position in EVG in Q2 2017 and held it in 7 quarters. The position peaked at $506K in Q3 2017. 35 funds tracked by Wall St. Rank hold EVG as of Q3 2019.

Institute for Wealth Management reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q3 2019 after selling out during the quarter.
Institute for Wealth Management sold 10,364 Eaton Vance Short Duration Diversified Income Fund shares in Q3 2019, an estimated $140K.
Institute for Wealth Management first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q2 2017 and held it in 7 quarters.
Institute for Wealth Management's Eaton Vance Short Duration Diversified Income Fund position peaked at $506K in Q3 2017.
35 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q3 2019.

Based on Institute for Wealth Management's 13F filing for Q3 2019, filed 28 Oct 2019.