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

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

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

Ropes Wealth Advisors's EVG Position: Q3 2018 in Review

Ropes Wealth Advisors sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q3 2018, closing a stake of 1,000 shares — an estimated $13K sold.

Ropes Wealth Advisors first reported a position in EVG in Q2 2017 and held it in 5 quarters. The position peaked at $14K in Q1 2018. 54 funds tracked by Wall St. Rank hold EVG as of Q3 2018.

Ropes Wealth Advisors reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q3 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 1,000 Eaton Vance Short Duration Diversified Income Fund shares in Q3 2018, an estimated $13K.
Ropes Wealth Advisors first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q2 2017 and held it in 5 quarters.
Ropes Wealth Advisors's Eaton Vance Short Duration Diversified Income Fund position peaked at $14K in Q1 2018.
54 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q3 2018.

Based on Ropes Wealth Advisors's 13F filing for Q3 2018, filed 30 Oct 2018.