Klingman & Associates’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Klingman & Associates’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
2016 Q4	–	Sell	-1,000	Closed	-$14K	–	171
2016 Q3	$14K	Hold	1,000	–	–	﹤0.01%	276
2016 Q2	$14K	Hold	1,000	–	–	﹤0.01%	283
2016 Q1	$13K	Hold	1,000	–	–	﹤0.01%	285
2015 Q4	$13K	Buy	+1,000	New	+$13.2K	﹤0.01%	291
2015 Q3	–	Sell	-1,000	Closed	-$13.7K	–	291
2015 Q2	$14K	Hold	1,000	–	–	0.01%	287
2015 Q1	$14K	Hold	1,000	–	–	0.01%	260
2014 Q4	$14K	Buy	+1,000	New	+$14.4K	0.01%	262

Other funds holding EVG

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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

RVPG

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

1CP

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

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

WPA

Winning Points Advisors Boca Raton, Florida $75.9M AUM

Klingman & Associates's EVG Position: Q4 2016 in Review

Klingman & Associates sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q4 2016, closing a stake of 1,000 shares — an estimated $14K sold.

Klingman & Associates first reported a position in EVG in Q4 2014 and held it in 7 quarters. The position peaked at $14K in Q3 2016. 47 funds tracked by Wall St. Rank hold EVG as of Q4 2016.

Klingman & Associates reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q4 2016 after selling out during the quarter.
Klingman & Associates sold 1,000 Eaton Vance Short Duration Diversified Income Fund shares in Q4 2016, an estimated $14K.
Klingman & Associates first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2014 and held it in 7 quarters.
Klingman & Associates's Eaton Vance Short Duration Diversified Income Fund position peaked at $14K in Q3 2016.
47 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.