PFO
EVG

Pathstone Family Office’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Pathstone Family Office’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
2017
Q2 		– Sell
-317
Closed -$4K – 471
2017
Q1 		$4K Buy
+317
New +$4.42K ﹤0.01% 326
2013
Q4 		– Sell
-4,193
Closed -$67K – 250
2013
Q3 		$67K Buy
+4,193
New +$64.6K 0.29% 55

Other funds holding EVG

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pathstone Family Office's EVG Position: Q2 2017 in Review

Pathstone Family Office sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q2 2017, closing a stake of 317 shares — an estimated $4K sold.

Pathstone Family Office first reported a position in EVG in Q3 2013 and held it in 2 quarters. The position peaked at $67K in Q3 2013. 42 funds tracked by Wall St. Rank hold EVG as of Q2 2017.

  • Pathstone Family Office reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q2 2017 after selling out during the quarter.
  • Pathstone Family Office sold 317 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2017, an estimated $4K.
  • Pathstone Family Office first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q3 2013 and held it in 2 quarters.
  • Pathstone Family Office's Eaton Vance Short Duration Diversified Income Fund position peaked at $67K in Q3 2013.
  • 42 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2017.

Based on Pathstone Family Office's 13F filing for Q2 2017, filed 11 Aug 2017.