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

Next Financial 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
2021 Q4	$4K	Sell	300 -240	-44%	-$3.21K	﹤0.01%	2462
2021 Q3	$7K	Hold	540	–	–	﹤0.01%	2141
2021 Q2	$7K	Hold	540	–	–	﹤0.01%	2097
2021 Q1	$7K	Hold	540	–	–	﹤0.01%	1990
2020 Q4	$7K	Hold	540	–	–	﹤0.01%	1876
2020 Q3	$6K	Buy	+540	New	+$6.15K	﹤0.01%	1775
2020 Q2	–	Sell	-540	Closed	-$6K	–	978
2020 Q1	$6K	Hold	540	–	–	﹤0.01%	1653
2019 Q4	$7K	Buy	540 +40	+8%	+$532	﹤0.01%	1873
2019 Q3	$7K	Hold	500	–	–	﹤0.01%	1807
2019 Q2	$7K	Buy	+500	New	+$6.55K	﹤0.01%	1785
2019 Q1	–	Sell	-500	Closed	-$6K	–	1748
2018 Q4	$6K	Hold	500	–	–	﹤0.01%	1488
2018 Q3	$6K	Buy	+500	New	+$6.47K	﹤0.01%	1122
2017 Q4	–	Sell	-500	Closed	-$7K	–	587
2017 Q3	$7K	Sell	500 -500	-50%	-$7.13K	﹤0.01%	1324
2017 Q2	$14K	Sell	1,000 -700	-41%	-$9.86K	﹤0.01%	1201
2017 Q1	$24K	Sell	1,700 -1,500	-47%	-$20.9K	0.01%	978
2016 Q4	$44K	Buy	+3,200	New	+$43K	0.01%	1019

Other funds holding EVG

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ELCO Management New York $208M AUM 23.85% 1-Year Est. Return

Next Financial Group's EVG Position: Q4 2021 in Review

Next Financial Group reduced its Eaton Vance Short Duration Diversified Income Fund (EVG) stake by 44% in Q4 2021, selling an estimated $3.21K and leaving 300 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #2462.

Next Financial Group first reported a position in EVG in Q4 2016 and has held it in 16 quarters since. The position peaked at $44K in Q4 2016. 36 funds tracked by Wall St. Rank hold EVG as of Q4 2021.

Next Financial Group held 300 shares of Eaton Vance Short Duration Diversified Income Fund worth $4K as of Q4 2021.
Next Financial Group sold 240 Eaton Vance Short Duration Diversified Income Fund shares in Q4 2021, an estimated $3.21K.
Eaton Vance Short Duration Diversified Income Fund made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2462 holding.
Next Financial Group first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2016 and has held it in 16 quarters since.
Next Financial Group's Eaton Vance Short Duration Diversified Income Fund position peaked at $44K in Q4 2016.
36 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.