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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

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

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Kovitz Investment Group Partners

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

First Trust Advisors

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

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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