OIA
EVG

Optimum Investment Advisors’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Optimum Investment Advisors’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 		$104K Buy
7,163
+192
+3% +$2.75K 0.03% 372
2014
Q4 		$99K Sell
6,971
-3,201
-31% -$46.1K 0.03% 372
2014
Q3 		$147K Sell
10,172
-6,765
-40% -$101K 0.05% 303
2014
Q2 		$260K Buy
+16,937
New +$258K 0.08% 225

Other funds holding EVG

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
Wells Fargo
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
FC
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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

Optimum Investment Advisors's EVG Position: Q1 2015 in Review

Optimum Investment Advisors increased its Eaton Vance Short Duration Diversified Income Fund (EVG) stake by 2.8% in Q1 2015, buying an estimated $2.75K and bringing the position to 7,163 shares worth $104K. The position accounts for 0.03% of the portfolio, ranked #372.

Optimum Investment Advisors first reported a position in EVG in Q2 2014 and has held it in 4 quarters since. The position peaked at $260K in Q2 2014. 47 funds tracked by Wall St. Rank hold EVG as of Q1 2015.

  • Optimum Investment Advisors held 7,163 shares of Eaton Vance Short Duration Diversified Income Fund worth $104K as of Q1 2015.
  • Optimum Investment Advisors bought 192 Eaton Vance Short Duration Diversified Income Fund shares in Q1 2015, an estimated $2.75K.
  • Eaton Vance Short Duration Diversified Income Fund made up 0.03% of Optimum Investment Advisors's portfolio in Q1 2015, its #372 holding.
  • Optimum Investment Advisors first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q2 2014 and has held it in 4 quarters since.
  • Optimum Investment Advisors's Eaton Vance Short Duration Diversified Income Fund position peaked at $260K in Q2 2014.
  • 47 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.