PFS
EVG

Prospera Financial Services’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Prospera Financial Services’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
2022
Q2 		– Sell
-750
Closed -$9K – 1908
2022
Q1 		$9K Buy
+750
New +$9.22K ﹤0.01% 2068

Other funds holding EVG

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Prospera Financial Services's EVG Position: Q2 2022 in Review

Prospera Financial Services sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q2 2022, closing a stake of 750 shares — an estimated $9K sold.

Prospera Financial Services first reported a position in EVG in Q1 2022 and held it in 1 quarter. The position peaked at $9K in Q1 2022. 39 funds tracked by Wall St. Rank hold EVG as of Q2 2022.

  • Prospera Financial Services reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 750 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2022, an estimated $9K.
  • Prospera Financial Services first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's Eaton Vance Short Duration Diversified Income Fund position peaked at $9K in Q1 2022.
  • 39 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.