MA
EVSD

Mutual Advisors’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Mutual Advisors’s Portfolio EVSD Stock Details EVSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,051
Closed -$204K – 1173
2024
Q2 		$204K Buy
+4,051
New +$202K 0.01% 1035

Other funds holding EVSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NFP
NorthLanding Financial Partners Rochester, New York $124M AUM 14.21% 1-Year Est. Return

Mutual Advisors's EVSD Position: Q3 2024 in Review

Mutual Advisors sold out of Eaton Vance Short Duration Income ETF (EVSD) in Q3 2024, closing a stake of 4,051 shares — an estimated $204K sold.

Mutual Advisors first reported a position in EVSD in Q2 2024 and held it in 1 quarter. The position peaked at $204K in Q2 2024. 21 funds tracked by Wall St. Rank hold EVSD as of Q3 2024.

  • Mutual Advisors reported no remaining Eaton Vance Short Duration Income ETF position as of Q3 2024 after selling out during the quarter.
  • Mutual Advisors sold 4,051 Eaton Vance Short Duration Income ETF shares in Q3 2024, an estimated $204K.
  • Mutual Advisors first reported a position in Eaton Vance Short Duration Income ETF in Q2 2024 and held it in 1 quarter.
  • Mutual Advisors's Eaton Vance Short Duration Income ETF position peaked at $204K in Q2 2024.
  • 21 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q3 2024.

Based on Mutual Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.