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

Peachtree 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 Q3	–	Sell	-4,800	Closed	-$66K	–	148
2015 Q2	$66K	Hold	4,800	–	–	0.05%	174
2015 Q1	$70K	Sell	4,800 -12,100	-72%	-$174K	0.05%	181
2014 Q4	$239K	Hold	16,900	–	–	0.16%	130
2014 Q3	$248K	Hold	16,900	–	–	0.17%	124
2014 Q2	$259K	Hold	16,900	–	–	0.17%	117
2014 Q1	$257K	Hold	16,900	–	–	0.18%	115
2013 Q4	$258K	Buy	+16,900	New	+$258K	0.18%	111

Other funds holding EVG

SIA

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

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

RVPG

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

RCM

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

PPA

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

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Peachtree Investment Advisors's EVG Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q3 2015, closing a stake of 4,800 shares — an estimated $66K sold.

Peachtree Investment Advisors first reported a position in EVG in Q4 2013 and held it in 7 quarters. The position peaked at $259K in Q2 2014. 43 funds tracked by Wall St. Rank hold EVG as of Q3 2015.

Peachtree Investment Advisors reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q3 2015 after selling out during the quarter.
Peachtree Investment Advisors sold 4,800 Eaton Vance Short Duration Diversified Income Fund shares in Q3 2015, an estimated $66K.
Peachtree Investment Advisors first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2013 and held it in 7 quarters.
Peachtree Investment Advisors's Eaton Vance Short Duration Diversified Income Fund position peaked at $259K in Q2 2014.
43 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.