Private Advisor Group’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Private Advisor Group’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
2020 Q3	–	Sell	-1,000	Closed	-$11K	–	2147
2020 Q2	$11K	Buy	+1,000	New	+$11.2K	﹤0.01%	2880
2019 Q2	–	Sell	-11,445	Closed	-$148K	–	1681
2019 Q1	$148K	Buy	+11,445	New	+$147K	﹤0.01%	1463

Other funds holding EVG

SIA

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

RVPG

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Private Advisor Group's EVG Position: Q3 2020 in Review

Private Advisor Group sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q3 2020, closing a stake of 1,000 shares — an estimated $11K sold.

Private Advisor Group first reported a position in EVG in Q1 2019 and held it in 2 quarters. The position peaked at $148K in Q1 2019. 40 funds tracked by Wall St. Rank hold EVG as of Q3 2020.

Private Advisor Group reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q3 2020 after selling out during the quarter.
Private Advisor Group sold 1,000 Eaton Vance Short Duration Diversified Income Fund shares in Q3 2020, an estimated $11K.
Private Advisor Group first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q1 2019 and held it in 2 quarters.
Private Advisor Group's Eaton Vance Short Duration Diversified Income Fund position peaked at $148K in Q1 2019.
40 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.