National Planning Corporation’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

National Planning Corporation’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
2015 Q1	–	Sell	-5,108	Closed	-$72.9K	–	1075
2014 Q4	$72.9K	Buy	+5,108	New	+$73.6K	0.01%	1075
2013 Q3	–	Sell	-16,359	Closed	-$266K	–	673
2013 Q2	$266K	Buy	+16,359	New	+$275K	0.03%	413

Other funds holding EVG

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RVP

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Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

RCM

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

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

FCA Corp Houston, Texas $406M AUM 24.93% 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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

National Planning Corporation's EVG Position: Q1 2015 in Review

National Planning Corporation sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q1 2015, closing a stake of 5,108 shares — an estimated $72.9K sold.

National Planning Corporation first reported a position in EVG in Q2 2013 and held it in 2 quarters. The position peaked at $266K in Q2 2013. 47 funds tracked by Wall St. Rank hold EVG as of Q1 2015.

National Planning Corporation reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q1 2015 after selling out during the quarter.
National Planning Corporation sold 5,108 Eaton Vance Short Duration Diversified Income Fund shares in Q1 2015, an estimated $72.9K.
National Planning Corporation first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q2 2013 and held it in 2 quarters.
National Planning Corporation's Eaton Vance Short Duration Diversified Income Fund position peaked at $266K in Q2 2013.
47 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.