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	–	2861
2019 Q1	$138K	Buy	+10,647	New	+$136K	﹤0.01%	2589

Other funds holding EVG

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

KIG

Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial Services Advisors's EVG Position: Q4 2023 in Review

Raymond James Financial Services Advisors sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q4 2023, closing a stake of 10,048 shares — an estimated $104K sold.

Raymond James Financial Services Advisors first reported a position in EVG in Q1 2019 and held it in 7 quarters. The position peaked at $3.84M in Q3 2022. 45 funds tracked by Wall St. Rank hold EVG as of Q4 2023.

Raymond James Financial Services Advisors reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q4 2023 after selling out during the quarter.
Raymond James Financial Services Advisors sold 10,048 Eaton Vance Short Duration Diversified Income Fund shares in Q4 2023, an estimated $104K.
Raymond James Financial Services Advisors first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q1 2019 and held it in 7 quarters.
Raymond James Financial Services Advisors's Eaton Vance Short Duration Diversified Income Fund position peaked at $3.84M in Q3 2022.
45 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q4 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.