KWMG LLC’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

KWMG LLC’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 Q2	–	Sell	-308	Closed	-$4K	–	221
2019 Q1	$4K	Hold	308	–	–	﹤0.01%	371
2018 Q4	$4K	Hold	308	–	–	﹤0.01%	374
2018 Q3	$4K	Hold	308	–	–	﹤0.01%	380
2018 Q2	$4K	Buy	+308	New	+$4.09K	﹤0.01%	380

Other funds holding EVG

SIA

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

RVPG

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

1CP

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

KWMG LLC's EVG Position: Q2 2019 in Review

KWMG LLC sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q2 2019, closing a stake of 308 shares — an estimated $4K sold.

KWMG LLC first reported a position in EVG in Q2 2018 and held it in 4 quarters. The position peaked at $4K in Q1 2019. 40 funds tracked by Wall St. Rank hold EVG as of Q2 2019.

KWMG LLC reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q2 2019 after selling out during the quarter.
KWMG LLC sold 308 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2019, an estimated $4K.
KWMG LLC first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q2 2018 and held it in 4 quarters.
KWMG LLC's Eaton Vance Short Duration Diversified Income Fund position peaked at $4K in Q1 2019.
40 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.