Mid Atlantic Financial Management’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$797K	Buy	59,784 +16,875	+39%	+$230K	0.05%	313
2021 Q2	$569K	Buy	42,909 +9,395	+28%	+$125K	0.04%	426
2021 Q1	$441K	Sell	33,514 -3,620	-10%	-$47.3K	0.03%	476
2020 Q4	$459K	Buy	37,134 +5,600	+18%	+$68.4K	0.04%	422
2020 Q3	$387K	Sell	31,534 -3,323	-10%	-$37.8K	0.03%	431
2020 Q2	$396K	Buy	34,857 +2,975	+9%	+$33.3K	0.04%	402
2020 Q1	$348K	Sell	31,882 -2,775	-8%	-$35.3K	0.04%	393
2019 Q4	$468K	Buy	34,657 +2,400	+7%	+$31.9K	0.04%	405
2019 Q3	$420K	Buy	32,257 +2,650	+9%	+$35.1K	0.04%	401
2019 Q2	$401K	Sell	29,607 -200	-0.7%	-$2.62K	0.04%	429
2019 Q1	$387K	Sell	29,807 -33,800	-53%	-$433K	0.04%	433
2018 Q4	$792K	Buy	+63,607	New	+$807K	0.1%	208

Other funds holding EVG

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

ELCO Management New York $208M AUM 23.85% 1-Year Est. Return

Mid Atlantic Financial Management's EVG Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Eaton Vance Short Duration Diversified Income Fund (EVG) stake by 39% in Q3 2021, buying an estimated $230K and bringing the position to 59,784 shares worth $797K. The position accounts for 0.05% of the portfolio, ranked #313.

Mid Atlantic Financial Management first reported a position in EVG in Q4 2018 and has held it in 12 quarters since. 35 funds tracked by Wall St. Rank hold EVG as of Q3 2021.

Mid Atlantic Financial Management held 59,784 shares of Eaton Vance Short Duration Diversified Income Fund worth $797K as of Q3 2021.
Mid Atlantic Financial Management bought 16,875 Eaton Vance Short Duration Diversified Income Fund shares in Q3 2021, an estimated $230K.
Eaton Vance Short Duration Diversified Income Fund made up 0.05% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #313 holding.
Mid Atlantic Financial Management first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2018 and has held it in 12 quarters since.
35 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.