NGA
EVG

Naples Global Advisors’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Naples Global Advisors’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
Q3 		– Sell
-23,155
Closed -$301K – 296
2018
Q2 		$301K Sell
23,155
-2,600
-10% -$34.5K 0.08% 256
2018
Q1 		$351K Hold
25,755
– – 0.1% 227
2017
Q4 		$370K Sell
25,755
-2,600
-9% -$36.6K 0.11% 220
2017
Q3 		$404K Hold
28,355
– – 0.13% 202
2017
Q2 		$398K Sell
28,355
-100
-0.4% -$1.41K 0.14% 195
2017
Q1 		$402K Hold
28,455
– – 0.14% 195
2016
Q4 		$394K Sell
28,455
-1,583
-5% -$21.3K 0.15% 200
2016
Q3 		$412K Buy
30,038
+50
+0.2% +$681 0.16% 189
2016
Q2 		$405K Sell
29,988
-200
-0.7% -$2.69K 0.17% 187
2016
Q1 		$403K Sell
30,188
-5,030
-14% -$65.8K 0.17% 188
2015
Q4 		$472K Sell
35,218
-2,725
-7% -$36.1K 0.23% 148
2015
Q3 		$502K Sell
37,943
-1,900
-5% -$26K 0.26% 145
2015
Q2 		$552K Sell
39,843
-400
-1% -$5.78K 0.26% 143
2015
Q1 		$583K Sell
40,243
-250
-0.6% -$3.58K 0.28% 141
2014
Q4 		$573K Sell
40,493
-7,810
-16% -$112K 0.3% 137
2014
Q3 		$709K Buy
48,303
+3,560
+8% +$53.4K 0.42% 105
2014
Q2 		$686K Buy
44,743
+1,100
+3% +$16.8K 0.41% 105
2014
Q1 		$663K Buy
43,643
+730
+2% +$11.2K 0.41% 99
2013
Q4 		$655K Buy
+42,913
New +$656K 0.44% 90

Other funds holding EVG

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Naples Global Advisors's EVG Position: Q3 2018 in Review

Naples Global Advisors sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q3 2018, closing a stake of 23,155 shares — an estimated $301K sold.

Naples Global Advisors first reported a position in EVG in Q4 2013 and held it in 19 quarters. The position peaked at $709K in Q3 2014. 54 funds tracked by Wall St. Rank hold EVG as of Q3 2018.

  • Naples Global Advisors reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q3 2018 after selling out during the quarter.
  • Naples Global Advisors sold 23,155 Eaton Vance Short Duration Diversified Income Fund shares in Q3 2018, an estimated $301K.
  • Naples Global Advisors first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2013 and held it in 19 quarters.
  • Naples Global Advisors's Eaton Vance Short Duration Diversified Income Fund position peaked at $709K in Q3 2014.
  • 54 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q3 2018.

Based on Naples Global Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.