MCM
EVG

MAI Capital Management’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

MAI Capital Management’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
2026
Q1 		$5.34K Hold
500
– – ﹤0.01% 3487
2025
Q4 		$5.46K Buy
+500
New +$5.52K ﹤0.01% 3082

Other funds holding EVG

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

MAI Capital Management's EVG Position: Q1 2026 in Review

MAI Capital Management held its Eaton Vance Short Duration Diversified Income Fund (EVG) position steady in Q1 2026 at 500 shares worth $5.34K. The position accounts for ﹤0.01% of the portfolio, ranked #3487.

MAI Capital Management first reported a position in EVG in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.46K in Q4 2025. 44 funds tracked by Wall St. Rank hold EVG as of Q1 2026.

  • MAI Capital Management held 500 shares of Eaton Vance Short Duration Diversified Income Fund worth $5.34K as of Q1 2026.
  • MAI Capital Management left its Eaton Vance Short Duration Diversified Income Fund share count unchanged in Q1 2026.
  • Eaton Vance Short Duration Diversified Income Fund made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #3487 holding.
  • MAI Capital Management first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2025 and has held it in 2 quarters since.
  • MAI Capital Management's Eaton Vance Short Duration Diversified Income Fund position peaked at $5.46K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.