SKK
EVG

Shepherd Kaplan Krochuk’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Shepherd Kaplan Krochuk’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
Q2 		– Sell
-11,720
Closed -$154K – 194
2021
Q1 		$154K Hold
11,720
– – 0.06% 170
2020
Q4 		$145K Buy
+11,720
New +$143K 0.05% 172

Other funds holding EVG

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Shepherd Kaplan Krochuk's EVG Position: Q2 2021 in Review

Shepherd Kaplan Krochuk sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q2 2021, closing a stake of 11,720 shares — an estimated $154K sold.

Shepherd Kaplan Krochuk first reported a position in EVG in Q4 2020 and held it in 2 quarters. The position peaked at $154K in Q1 2021. 38 funds tracked by Wall St. Rank hold EVG as of Q2 2021.

  • Shepherd Kaplan Krochuk reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q2 2021 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 11,720 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2021, an estimated $154K.
  • Shepherd Kaplan Krochuk first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2020 and held it in 2 quarters.
  • Shepherd Kaplan Krochuk's Eaton Vance Short Duration Diversified Income Fund position peaked at $154K in Q1 2021.
  • 38 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2021.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2021, filed 10 Aug 2021.