SWM
EVG

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

Selective 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
2021
Q4 		– Sell
-244
Closed -$3K – 675
2021
Q3 		$3K Buy
+244
New +$3.32K ﹤0.01% 518

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
EM
ELCO Management New York $232M AUM 29.06% 1-Year Est. Return

Selective Wealth Management's EVG Position: Q4 2021 in Review

Selective Wealth Management sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q4 2021, closing a stake of 244 shares — an estimated $3K sold.

Selective Wealth Management first reported a position in EVG in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 36 funds tracked by Wall St. Rank hold EVG as of Q4 2021.

  • Selective Wealth Management reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q4 2021 after selling out during the quarter.
  • Selective Wealth Management sold 244 Eaton Vance Short Duration Diversified Income Fund shares in Q4 2021, an estimated $3K.
  • Selective Wealth Management first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q3 2021 and held it in 1 quarter.
  • Selective Wealth Management's Eaton Vance Short Duration Diversified Income Fund position peaked at $3K in Q3 2021.
  • 36 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q4 2021.

Based on Selective Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.