Kovitz Investment Group Partners’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-138,441	Closed	-$1.8M	–	370
2019 Q3	$1.8M	Sell	138,441 -3,479	-2%	-$46.1K	0.06%	207
2019 Q2	$1.92M	Sell	141,920 -4,720	-3%	-$61.8K	0.06%	197
2019 Q1	$1.9M	Sell	146,640 -6,123	-4%	-$78.5K	0.06%	202
2018 Q4	$1.9M	Sell	152,763 -3,365	-2%	-$42.7K	0.08%	151
2018 Q3	$2.02M	Sell	156,128 -2,637	-2%	-$34.1K	0.09%	60
2018 Q2	$2.07M	Sell	158,765 -1,410	-0.9%	-$18.7K	0.1%	61
2018 Q1	$2.19M	Sell	160,175 -44,077	-22%	-$609K	0.11%	57
2017 Q4	$2.93K	Sell	204,252 -6,100	-3%	-$85.9K	0.13%	50
2017 Q3	$3M	Sell	210,352 -950	-0.4%	-$13.6K	0.15%	47
2017 Q2	$2.97M	Hold	211,302	–	–	0.16%	46
2017 Q1	$2.98M	Buy	211,302 +40	+0%	+$558	0.16%	50
2016 Q4	$2.93M	Sell	211,262 -2,440	-1%	-$32.8K	0.17%	46
2016 Q3	$2.93M	Sell	213,702 -2,395	-1%	-$32.6K	0.18%	54
2016 Q2	$2.92M	Sell	216,097 -6,870	-3%	-$92.5K	0.2%	54
2016 Q1	$2.97M	Buy	+222,967	New	+$2.92M	0.18%	57