Northwestern Mutual Wealth Management’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Northwestern Mutual Wealth Management’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
2024 Q1	–	Sell	-2,088	Closed	-$21.7K	–	3634
2023 Q4	$21.7K	Buy	+2,088	New	+$21.2K	﹤0.01%	2374
2018 Q3	–	Sell	-400	Closed	-$5K	–	2501
2018 Q2	$5K	Buy	+400	New	+$5.32K	﹤0.01%	2007
2015 Q1	–	Sell	-779	Closed	-$11K	–	1619
2014 Q4	$11K	Buy	+779	New	+$11.2K	﹤0.01%	1037

Other funds holding EVG

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Northwestern Mutual Wealth Management's EVG Position: Q1 2024 in Review

Northwestern Mutual Wealth Management sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q1 2024, closing a stake of 2,088 shares — an estimated $21.7K sold.

Northwestern Mutual Wealth Management first reported a position in EVG in Q4 2014 and held it in 3 quarters. The position peaked at $21.7K in Q4 2023. 48 funds tracked by Wall St. Rank hold EVG as of Q1 2024.

Northwestern Mutual Wealth Management reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q1 2024 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 2,088 Eaton Vance Short Duration Diversified Income Fund shares in Q1 2024, an estimated $21.7K.
Northwestern Mutual Wealth Management first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2014 and held it in 3 quarters.
Northwestern Mutual Wealth Management's Eaton Vance Short Duration Diversified Income Fund position peaked at $21.7K in Q4 2023.
48 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q1 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.