Raymond James Financial Services Advisors’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Raymond James Financial Services 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
2023 Q4	–	Sell	-10,048	Closed	-$104K	–	3338
2023 Q3	$104K	Sell	10,048 -307	-3%	-$3.08K	﹤0.01%	3058
2023 Q2	$102K	Sell	10,355 -197	-2%	-$1.93K	﹤0.01%	3058
2023 Q1	$110K	Sell	10,552 -1,566	-13%	-$16.4K	﹤0.01%	3037
2022 Q4	$123K	Sell	12,118 -379,739	-97%	-$4.04M	﹤0.01%	2979
2022 Q3	$3.84M	Buy	391,857 +122,723	+46%	+$1.34M	0.01%	1055
2022 Q2	$2.89M	Buy	+269,134	New	+$2.89M	0.01%	1237
2019 Q2	–	Sell	-10,647	Closed	-$138K	–	2862
2019 Q1	$138K	Buy	+10,647	New	+$136K	﹤0.01%	2589

Other funds holding EVG

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

First Trust Advisors

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

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return