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

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Kovitz Investment Group Partners

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Winning Points Advisors Boca Raton, Florida $74.8M AUM