Kovitz Investment Group Partners
EVG

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

Kovitz Investment Group Partners’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
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

Other funds holding EVG

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Kovitz Investment Group Partners's EVG Position: Q4 2019 in Review

Kovitz Investment Group Partners sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q4 2019, closing a stake of 138,441 shares — an estimated $1.8M sold.

Kovitz Investment Group Partners first reported a position in EVG in Q1 2016 and held it in 15 quarters. The position peaked at $3M in Q3 2017. 36 funds tracked by Wall St. Rank hold EVG as of Q4 2019.

  • Kovitz Investment Group Partners reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q4 2019 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 138,441 Eaton Vance Short Duration Diversified Income Fund shares in Q4 2019, an estimated $1.8M.
  • Kovitz Investment Group Partners first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q1 2016 and held it in 15 quarters.
  • Kovitz Investment Group Partners's Eaton Vance Short Duration Diversified Income Fund position peaked at $3M in Q3 2017.
  • 36 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q4 2019.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2019, filed 13 Feb 2020.