PI
EVG

Placemark Investments’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Placemark Investments’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
2013
Q3 		– Sell
-18,662
Closed -$302K – 1573
2013
Q2 		$302K Buy
+18,662
New +$314K 0.01% 1277

Other funds holding EVG

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
FAAM
First Allied Asset Management San Diego, California $712M AUM 9.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Placemark Investments's EVG Position: Q3 2013 in Review

Placemark Investments sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q3 2013, closing a stake of 18,662 shares — an estimated $302K sold.

Placemark Investments first reported a position in EVG in Q2 2013 and held it in 1 quarter. The position peaked at $302K in Q2 2013. 45 funds tracked by Wall St. Rank hold EVG as of Q3 2013.

  • Placemark Investments reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q3 2013 after selling out during the quarter.
  • Placemark Investments sold 18,662 Eaton Vance Short Duration Diversified Income Fund shares in Q3 2013, an estimated $302K.
  • Placemark Investments first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q2 2013 and held it in 1 quarter.
  • Placemark Investments's Eaton Vance Short Duration Diversified Income Fund position peaked at $302K in Q2 2013.
  • 45 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q3 2013.

Based on Placemark Investments's 13F filing for Q3 2013, filed 13 Nov 2013.