MSI Financial Services’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

MSI Financial 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
2016 Q4	$45K	Buy	3,216 +1,165	+57%	+$15.7K	﹤0.01%	1927
2016 Q3	$28K	Buy	2,051 +1	+0%	+$14	﹤0.01%	2169
2016 Q2	$28K	Sell	2,050 -81	-4%	-$1.09K	﹤0.01%	2150
2016 Q1	$28K	Sell	2,131 -400	-16%	-$5.23K	﹤0.01%	2109
2015 Q4	$34K	Buy	2,531 +2,501	+8,337%	+$33.1K	﹤0.01%	1965
2015 Q3	$0	Hold	30	–	–	﹤0.01%	3211
2015 Q2	$0	Hold	30	–	–	﹤0.01%	3127
2015 Q1	$0	Hold	30	–	–	﹤0.01%	3051
2014 Q4	$0	Hold	30	–	–	﹤0.01%	2679
2014 Q3	$0	Hold	30	–	–	﹤0.01%	2663
2014 Q2	$0	Hold	30	–	–	﹤0.01%	2589
2014 Q1	$0	Hold	30	–	–	﹤0.01%	2541
2013 Q4	$0	Hold	30	–	–	﹤0.01%	2520
2013 Q3	$0	Hold	30	–	–	﹤0.01%	2177
2013 Q2	$0	Buy	+30	New	+$504	﹤0.01%	2379

Other funds holding EVG

SIA

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

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

RVPG

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

WPA

Winning Points Advisors Boca Raton, Florida $74.8M AUM

MSI Financial Services's EVG Position: Q4 2016 in Review

MSI Financial Services increased its Eaton Vance Short Duration Diversified Income Fund (EVG) stake by 57% in Q4 2016, buying an estimated $15.7K and bringing the position to 3,216 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #1927.

MSI Financial Services first reported a position in EVG in Q2 2013 and has held it in 15 quarters since. 47 funds tracked by Wall St. Rank hold EVG as of Q4 2016.

MSI Financial Services held 3,216 shares of Eaton Vance Short Duration Diversified Income Fund worth $45K as of Q4 2016.
MSI Financial Services bought 1,165 Eaton Vance Short Duration Diversified Income Fund shares in Q4 2016, an estimated $15.7K.
Eaton Vance Short Duration Diversified Income Fund made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1927 holding.
MSI Financial Services first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q2 2013 and has held it in 15 quarters since.
47 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.