SIM
EVG

Sonora Investment Management’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Sonora Investment 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
2020
Q2 		– Sell
-200
Closed -$2K – 1798
2020
Q1 		$2K Buy
+200
New +$2.54K ﹤0.01% 1474

Other funds holding EVG

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Sonora Investment Management's EVG Position: Q2 2020 in Review

Sonora Investment Management sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q2 2020, closing a stake of 200 shares — an estimated $2K sold.

Sonora Investment Management first reported a position in EVG in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 33 funds tracked by Wall St. Rank hold EVG as of Q2 2020.

  • Sonora Investment Management reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q2 2020 after selling out during the quarter.
  • Sonora Investment Management sold 200 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2020, an estimated $2K.
  • Sonora Investment Management first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q1 2020 and held it in 1 quarter.
  • Sonora Investment Management's Eaton Vance Short Duration Diversified Income Fund position peaked at $2K in Q1 2020.
  • 33 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2020.

Based on Sonora Investment Management's 13F filing for Q2 2020, filed 13 Aug 2020.