MWM
EVG

Melfa Wealth Management’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Melfa Wealth 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 		$274K Sell
25,645
-308
-1% -$3.35K 0.16% 129
2025
Q4 		$283K Hold
25,953
– – 0.16% 133
2025
Q3 		$294K Hold
25,953
– – 0.17% 136
2025
Q2 		$286K Hold
25,953
– – 0.18% 133
2025
Q1 		$285K Hold
25,953
– – 0.19% 123
2024
Q4 		$283K Sell
25,953
-98
-0.4% -$1.09K 0.19% 127
2024
Q3 		$291K Sell
26,051
-227
-0.9% -$2.51K 0.19% 122
2024
Q2 		$284K Sell
26,278
-456
-2% -$4.88K 0.2% 122
2024
Q1 		$282K Sell
26,734
-522
-2% -$5.54K 0.2% 116
2023
Q4 		$283K Sell
27,256
-641
-2% -$6.49K 0.27% 85
2023
Q3 		$289K Buy
27,897
+152
+0.5% +$1.53K 0.31% 77
2023
Q2 		$272K Buy
27,745
+1,684
+6% +$16.5K 0.28% 85
2023
Q1 		$272K Sell
26,061
-3,477
-12% -$36.5K 0.27% 87
2022
Q4 		$301K Buy
+29,538
New +$315K 0.31% 83

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