MUFG Americas’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

MUFG Americas’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
2017 Q3	–	Sell	-123	Closed	-$2K	–	1157
2017 Q2	$2K	Hold	123	–	–	﹤0.01%	1053
2017 Q1	$2K	Buy	+123	New	+$1.72K	﹤0.01%	1044
2015 Q2	–	Sell	-592	Closed	-$9K	–	1193
2015 Q1	$9K	Buy	592 +46	+8%	+$660	﹤0.01%	936
2014 Q4	$8K	Hold	546	–	–	﹤0.01%	995
2014 Q3	$8K	Sell	546 -72	-12%	-$1.08K	﹤0.01%	988
2014 Q2	$9K	Buy	618 +20	+3%	+$305	﹤0.01%	943
2014 Q1	$9K	Buy	598 +15	+3%	+$230	﹤0.01%	910
2013 Q4	$9K	Buy	+583	New	+$8.91K	﹤0.01%	925

Other funds holding EVG

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

MUFG Americas's EVG Position: Q3 2017 in Review

MUFG Americas sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q3 2017, closing a stake of 123 shares — an estimated $2K sold.

MUFG Americas first reported a position in EVG in Q4 2013 and held it in 8 quarters. The position peaked at $9K in Q1 2015. 45 funds tracked by Wall St. Rank hold EVG as of Q3 2017.

MUFG Americas reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q3 2017 after selling out during the quarter.
MUFG Americas sold 123 Eaton Vance Short Duration Diversified Income Fund shares in Q3 2017, an estimated $2K.
MUFG Americas first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2013 and held it in 8 quarters.
MUFG Americas's Eaton Vance Short Duration Diversified Income Fund position peaked at $9K in Q1 2015.
45 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q3 2017.

Based on MUFG Americas's 13F filing for Q3 2017, filed 13 Nov 2017.