SEI Investments’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

SEI Investments’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 Q2	–	Sell	-41	Closed	-$1K	–	3660
2018 Q1	$1K	Hold	41	–	–	﹤0.01%	3315
2017 Q4	$1K	Hold	41	–	–	﹤0.01%	3197
2017 Q3	$1K	Buy	+41	New	+$585	﹤0.01%	3064
2017 Q2	–	Sell	-66	Closed	-$1K	–	3127
2017 Q1	$1K	Hold	66	–	–	﹤0.01%	2789
2016 Q4	$1K	Hold	66	–	–	﹤0.01%	2793
2016 Q3	$1K	Buy	+66	New	+$899	﹤0.01%	2729

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

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

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

BRWA

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

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

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

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

SEI Investments's EVG Position: Q2 2018 in Review

SEI Investments sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q2 2018, closing a stake of 41 shares — an estimated $1K sold.

SEI Investments first reported a position in EVG in Q3 2016 and held it in 6 quarters. The position peaked at $1K in Q1 2018. 51 funds tracked by Wall St. Rank hold EVG as of Q2 2018.

SEI Investments reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q2 2018 after selling out during the quarter.
SEI Investments sold 41 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2018, an estimated $1K.
SEI Investments first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q3 2016 and held it in 6 quarters.
SEI Investments's Eaton Vance Short Duration Diversified Income Fund position peaked at $1K in Q1 2018.
51 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2018.

Based on SEI Investments's 13F filing for Q2 2018, filed 3 Aug 2018.