SLWA
EVG

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

San Luis 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
2022
Q2 		– Sell
-17,310
Closed -$230K – 188
2022
Q1 		$230K Hold
17,310
– – 0.11% 140
2021
Q4 		$230K Buy
+17,310
New +$231K 0.23% 80

Other funds holding EVG

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

San Luis Wealth Advisors's EVG Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q2 2022, closing a stake of 17,310 shares — an estimated $230K sold.

San Luis Wealth Advisors first reported a position in EVG in Q4 2021 and held it in 2 quarters. The position peaked at $230K in Q1 2022. 39 funds tracked by Wall St. Rank hold EVG as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 17,310 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2022, an estimated $230K.
  • San Luis Wealth Advisors first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2021 and held it in 2 quarters.
  • San Luis Wealth Advisors's Eaton Vance Short Duration Diversified Income Fund position peaked at $230K in Q1 2022.
  • 39 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.