NFSG
EVG

Newbridge Financial Services Group’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Newbridge Financial Services Group’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
2025
Q4 		– Sell
-1,490
Closed -$16.9K – 1282
2025
Q3 		$16.9K Hold
1,490
– – ﹤0.01% 784
2025
Q2 		$16.4K Buy
+1,490
New +$16.1K ﹤0.01% 770

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Invesco
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Osaic Holdings
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AAM
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SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Newbridge Financial Services Group's EVG Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q4 2025, closing a stake of 1,490 shares — an estimated $16.9K sold.

Newbridge Financial Services Group first reported a position in EVG in Q2 2025 and held it in 2 quarters. The position peaked at $16.9K in Q3 2025. 43 funds tracked by Wall St. Rank hold EVG as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1,490 Eaton Vance Short Duration Diversified Income Fund shares in Q4 2025, an estimated $16.9K.
  • Newbridge Financial Services Group first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q2 2025 and held it in 2 quarters.
  • Newbridge Financial Services Group's Eaton Vance Short Duration Diversified Income Fund position peaked at $16.9K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.