Sigma Planning Corp’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Sigma Planning Corp’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
2024 Q2	–	Sell	-56,363	Closed	-$595K	–	1217
2024 Q1	$595K	Buy	+56,363	New	+$598K	0.02%	693
2023 Q4	–	Sell	-20,909	Closed	-$217K	–	942
2023 Q3	$217K	Buy	20,909 +80	+0.4%	+$804	0.01%	1059
2023 Q2	$204K	Sell	20,829 -2,713	-12%	-$26.6K	0.01%	1093
2023 Q1	$246K	Buy	23,542 +138	+0.6%	+$1.45K	0.01%	1087
2022 Q4	$238K	Sell	23,404 -3,004	-11%	-$32K	0.01%	1064
2022 Q3	$259K	Buy	26,408 +3,842	+17%	+$42K	0.01%	997
2022 Q2	$243K	Buy	22,566 +2,006	+10%	+$21.5K	0.01%	1087
2022 Q1	$238K	Buy	+20,560	New	+$253K	0.01%	1165

Other funds holding EVG

SIA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sigma Planning Corp's EVG Position: Q2 2024 in Review

Sigma Planning Corp sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q2 2024, closing a stake of 56,363 shares — an estimated $595K sold.

Sigma Planning Corp first reported a position in EVG in Q1 2022 and held it in 8 quarters. The position peaked at $595K in Q1 2024. 43 funds tracked by Wall St. Rank hold EVG as of Q2 2024.

Sigma Planning Corp reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q2 2024 after selling out during the quarter.
Sigma Planning Corp sold 56,363 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2024, an estimated $595K.
Sigma Planning Corp first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q1 2022 and held it in 8 quarters.
Sigma Planning Corp's Eaton Vance Short Duration Diversified Income Fund position peaked at $595K in Q1 2024.
43 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2024.

Based on Sigma Planning Corp's 13F filing for Q2 2024, filed 6 Aug 2024.