KIG
EVG

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

Kovitz Investment Group’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
2015
Q4 		$986K Buy
+73,494
New +$974K 0.06% 81

Other funds holding EVG

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Kovitz Investment Group's EVG Position: Q4 2015 in Review

Kovitz Investment Group opened a new position in Eaton Vance Short Duration Diversified Income Fund (EVG) in Q4 2015: 73,494 shares worth $986K. The stake represents 0.06% of the portfolio and ranks #81 among its holdings.

49 funds tracked by Wall St. Rank hold EVG as of Q4 2015.

  • Kovitz Investment Group held 73,494 shares of Eaton Vance Short Duration Diversified Income Fund worth $986K as of Q4 2015.
  • Eaton Vance Short Duration Diversified Income Fund was a new Kovitz Investment Group position in Q4 2015.
  • Eaton Vance Short Duration Diversified Income Fund made up 0.06% of Kovitz Investment Group's portfolio in Q4 2015, its #81 holding.
  • 49 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q4 2015.

Based on Kovitz Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.