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

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

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

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return