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EVG

Root Financial Partners’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Root Financial Partners’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
2025
Q4 		– Sell
-20,725
Closed -$235K – 2464
2025
Q3 		$235K Buy
+20,725
New +$233K 0.01% 250

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LPL Financial
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Invesco
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Osaic Holdings
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AAM
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SFS
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Root Financial Partners's EVG Position: Q4 2025 in Review

Root Financial Partners sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q4 2025, closing a stake of 20,725 shares — an estimated $235K sold.

Root Financial Partners first reported a position in EVG in Q3 2025 and held it in 1 quarter. The position peaked at $235K in Q3 2025. 43 funds tracked by Wall St. Rank hold EVG as of Q4 2025.

  • Root Financial Partners reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 20,725 Eaton Vance Short Duration Diversified Income Fund shares in Q4 2025, an estimated $235K.
  • Root Financial Partners first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's Eaton Vance Short Duration Diversified Income Fund position peaked at $235K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.