SeaCrest Wealth Management’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

SeaCrest Wealth 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
2023 Q1	–	Sell	-16,212	Closed	-$165K	–	649
2022 Q4	$165K	Buy	16,212 +1,529	+10%	+$16.3K	0.02%	584
2022 Q3	$144K	Sell	14,683 -598	-4%	-$6.54K	0.02%	577
2022 Q2	$164K	Sell	15,281 -840	-5%	-$9.02K	0.02%	674
2022 Q1	$186K	Buy	+16,121	New	+$198K	0.02%	666

Other funds holding EVG

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KIG

Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

SeaCrest Wealth Management's EVG Position: Q1 2023 in Review

SeaCrest Wealth Management sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q1 2023, closing a stake of 16,212 shares — an estimated $165K sold.

SeaCrest Wealth Management first reported a position in EVG in Q1 2022 and held it in 4 quarters. The position peaked at $186K in Q1 2022. 45 funds tracked by Wall St. Rank hold EVG as of Q1 2023.

SeaCrest Wealth Management reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q1 2023 after selling out during the quarter.
SeaCrest Wealth Management sold 16,212 Eaton Vance Short Duration Diversified Income Fund shares in Q1 2023, an estimated $165K.
SeaCrest Wealth Management first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q1 2022 and held it in 4 quarters.
SeaCrest Wealth Management's Eaton Vance Short Duration Diversified Income Fund position peaked at $186K in Q1 2022.
45 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q1 2023.

Based on SeaCrest Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.