KIM
EVG

Karpus Investment Management’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Karpus Investment 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
2014
Q2 		– Sell
-274,565
Closed -$4.17M – 185
2014
Q1 		$4.17M Sell
274,565
-48,375
-15% -$742K 0.22% 97
2013
Q4 		$4.93M Buy
322,940
+132,438
+70% +$2.02M 0.27% 82
2013
Q3 		$2.95M Buy
+190,502
New +$2.94M 0.19% 87

Other funds holding EVG

RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FC
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Karpus Investment Management's EVG Position: Q2 2014 in Review

Karpus Investment Management sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q2 2014, closing a stake of 274,565 shares — an estimated $4.17M sold.

Karpus Investment Management first reported a position in EVG in Q3 2013 and held it in 3 quarters. The position peaked at $4.93M in Q4 2013. 44 funds tracked by Wall St. Rank hold EVG as of Q2 2014.

  • Karpus Investment Management reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q2 2014 after selling out during the quarter.
  • Karpus Investment Management sold 274,565 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2014, an estimated $4.17M.
  • Karpus Investment Management first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q3 2013 and held it in 3 quarters.
  • Karpus Investment Management's Eaton Vance Short Duration Diversified Income Fund position peaked at $4.93M in Q4 2013.
  • 44 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2014.

Based on Karpus Investment Management's 13F filing for Q2 2014, filed 14 Aug 2014.