MML Investors Services
EVG

MML Investors Services’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

MML Investors Services’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
2018
Q1 		– Sell
-25,251
Closed -$362K – 1396
2017
Q4 		$362K Buy
25,251
+3,566
+16% +$50.2K 0.01% 999
2017
Q3 		$309K Buy
+21,685
New +$309K 0.01% 999

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
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

MML Investors Services's EVG Position: Q1 2018 in Review

MML Investors Services sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q1 2018, closing a stake of 25,251 shares — an estimated $362K sold.

MML Investors Services first reported a position in EVG in Q3 2017 and held it in 2 quarters. The position peaked at $362K in Q4 2017. 46 funds tracked by Wall St. Rank hold EVG as of Q1 2018.

  • MML Investors Services reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q1 2018 after selling out during the quarter.
  • MML Investors Services sold 25,251 Eaton Vance Short Duration Diversified Income Fund shares in Q1 2018, an estimated $362K.
  • MML Investors Services first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q3 2017 and held it in 2 quarters.
  • MML Investors Services's Eaton Vance Short Duration Diversified Income Fund position peaked at $362K in Q4 2017.
  • 46 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q1 2018.

Based on MML Investors Services's 13F filing for Q1 2018, filed 11 May 2018.