Janney Montgomery Scott
EVG

Janney Montgomery Scott’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Janney Montgomery Scott’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
2021
Q3 		– Sell
-10,426
Closed -$138K – 2306
2021
Q2 		$138K Buy
+10,426
New +$138K ﹤0.01% 2185
2020
Q4 		– Sell
-11,783
Closed -$135K – 2235
2020
Q3 		$135K Sell
11,783
-1,272
-10% -$14.5K ﹤0.01% 1974
2020
Q2 		$148K Buy
13,055
+780
+6% +$8.74K ﹤0.01% 1889
2020
Q1 		$134K Sell
12,275
-2,280
-16% -$29K ﹤0.01% 1746
2019
Q4 		$196K Buy
14,555
+300
+2% +$3.99K ﹤0.01% 1942
2019
Q3 		$185K Hold
14,255
– – ﹤0.01% 1920
2019
Q2 		$193K Sell
14,255
-3,320
-19% -$43.5K ﹤0.01% 1913
2019
Q1 		$228K Sell
17,575
-17,479
-50% -$224K ﹤0.01% 1793
2018
Q4 		$436K Sell
35,054
-3,710
-10% -$47.1K ﹤0.01% 1375
2018
Q3 		$500K Sell
38,764
-2,637
-6% -$34.1K ﹤0.01% 1449
2018
Q2 		$539K Sell
41,401
-2,832
-6% -$37.6K 0.01% 1342
2018
Q1 		$603K Buy
44,233
+25,563
+137% +$353K 0.01% 1225
2017
Q4 		$268K Buy
18,670
+6,830
+58% +$96.2K ﹤0.01% 1642
2017
Q3 		$169K Hold
11,840
– – ﹤0.01% 1735
2017
Q2 		$166K Hold
11,840
– – ﹤0.01% 1654
2017
Q1 		$167K Hold
11,840
– – ﹤0.01% 1646
2016
Q4 		$164K Buy
+11,840
New +$159K ﹤0.01% 1577
2014
Q4 		– Sell
-10,220
Closed -$150K – 2342
2014
Q3 		$150K Buy
+10,220
New +$153K ﹤0.01% 2082

Other funds holding EVG

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Janney Montgomery Scott's EVG Position: Q3 2021 in Review

Janney Montgomery Scott sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q3 2021, closing a stake of 10,426 shares — an estimated $138K sold.

Janney Montgomery Scott first reported a position in EVG in Q3 2014 and held it in 18 quarters. The position peaked at $603K in Q1 2018. 35 funds tracked by Wall St. Rank hold EVG as of Q3 2021.

  • Janney Montgomery Scott reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q3 2021 after selling out during the quarter.
  • Janney Montgomery Scott sold 10,426 Eaton Vance Short Duration Diversified Income Fund shares in Q3 2021, an estimated $138K.
  • Janney Montgomery Scott first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q3 2014 and held it in 18 quarters.
  • Janney Montgomery Scott's Eaton Vance Short Duration Diversified Income Fund position peaked at $603K in Q1 2018.
  • 35 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q3 2021.

Based on Janney Montgomery Scott's 13F filing for Q3 2021, filed 29 Oct 2021.