RWA
EVG

Ropes Wealth Advisors’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Ropes Wealth 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
2018
Q3 		– Sell
-1,000
Closed -$13K – 547
2018
Q2 		$13K Hold
1,000
– – ﹤0.01% 453
2018
Q1 		$14K Hold
1,000
– – ﹤0.01% 433
2017
Q4 		$14K Hold
1,000
– – ﹤0.01% 493
2017
Q3 		$14K Hold
1,000
– – ﹤0.01% 469
2017
Q2 		$14K Buy
+1,000
New +$14.1K ﹤0.01% 432

Other funds holding EVG

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RVPG
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1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return