RCM
EVG

Rivernorth Capital Management’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Rivernorth Capital Management’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
2021
Q1 		– Sell
-32,617
Closed -$403K – 476
2020
Q4 		$403K Sell
32,617
-24,232
-43% -$296K 0.02% 244
2020
Q3 		$651K Buy
+56,849
New +$647K 0.04% 201
2019
Q2 		– Sell
-72,000
Closed -$934K – 248
2019
Q1 		$934K Buy
+72,000
New +$923K 0.06% 168
2018
Q4 		– Sell
-19,510
Closed -$252K – 296
2018
Q3 		$252K Sell
19,510
-33,093
-63% -$428K 0.02% 154
2018
Q2 		$685K Buy
+52,603
New +$699K 0.05% 147
2017
Q4 		– Sell
-65,567
Closed -$934K – 174
2017
Q3 		$934K Sell
65,567
-202,108
-76% -$2.88M 0.08% 112
2017
Q2 		$3.76M Sell
267,675
-59,624
-18% -$840K 0.29% 83
2017
Q1 		$4.62M Sell
327,299
-166,092
-34% -$2.32M 0.32% 85
2016
Q4 		$6.84M Sell
493,391
-208,303
-30% -$2.8M 0.45% 72
2016
Q3 		$9.62M Sell
701,694
-10,454
-1% -$142K 0.7% 49
2016
Q2 		$9.61M Buy
712,148
+176,522
+33% +$2.38M 0.62% 54
2016
Q1 		$7.14M Buy
535,626
+45,775
+9% +$598K 0.44% 66
2015
Q4 		$6.57M Buy
489,851
+24,400
+5% +$323K 0.37% 76
2015
Q3 		$6.16M Buy
465,451
+18,738
+4% +$257K 0.38% 83
2015
Q2 		$6.19M Buy
446,713
+15,411
+4% +$223K 0.38% 81
2015
Q1 		$6.25M Buy
431,302
+92,420
+27% +$1.33M 0.42% 77
2014
Q4 		$4.79M Buy
338,882
+49,294
+17% +$710K 0.32% 90
2014
Q3 		$4.25M Buy
289,588
+13,200
+5% +$198K 0.34% 87
2014
Q2 		$4.24M Buy
276,388
+153,815
+125% +$2.34M 0.34% 90
2014
Q1 		$1.86M Sell
122,573
-18,072
-13% -$277K 0.15% 137
2013
Q4 		$2.15M Buy
140,645
+123,129
+703% +$1.88M 0.16% 129
2013
Q3 		$271K Buy
+17,516
New +$270K 0.03% 174

Other funds holding EVG

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Rivernorth Capital Management's EVG Position: Q1 2021 in Review

Rivernorth Capital Management sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q1 2021, closing a stake of 32,617 shares — an estimated $403K sold.

Rivernorth Capital Management first reported a position in EVG in Q3 2013 and held it in 22 quarters. The position peaked at $9.62M in Q3 2016. 39 funds tracked by Wall St. Rank hold EVG as of Q1 2021.

  • Rivernorth Capital Management reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q1 2021 after selling out during the quarter.
  • Rivernorth Capital Management sold 32,617 Eaton Vance Short Duration Diversified Income Fund shares in Q1 2021, an estimated $403K.
  • Rivernorth Capital Management first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q3 2013 and held it in 22 quarters.
  • Rivernorth Capital Management's Eaton Vance Short Duration Diversified Income Fund position peaked at $9.62M in Q3 2016.
  • 39 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q1 2021.

Based on Rivernorth Capital Management's 13F filing for Q1 2021, filed 17 May 2021.