Steward Partners Investment Advisory’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Steward Partners Investment Advisory’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 Q3	–	Sell	-1,221	Closed	-$14K	–	2768
2020 Q2	$14K	Hold	1,221	–	–	﹤0.01%	1893
2020 Q1	$13K	Hold	1,221	–	–	﹤0.01%	1754
2019 Q4	$16K	Sell	1,221 -500	-29%	-$6.65K	﹤0.01%	1832
2019 Q3	$22K	Hold	1,721	–	–	﹤0.01%	1685
2019 Q2	$23K	Buy	+1,721	New	+$22.5K	﹤0.01%	1657
2018 Q4	–	Sell	-1,721	Closed	-$22K	–	1178
2018 Q3	$22K	Hold	1,721	–	–	﹤0.01%	1511
2018 Q2	$22K	Hold	1,721	–	–	﹤0.01%	1429
2018 Q1	$23K	Hold	1,721	–	–	﹤0.01%	1280
2017 Q4	$24K	Sell	1,721 -2,083	-55%	-$29.3K	﹤0.01%	1056
2017 Q3	$54K	Hold	3,804	–	–	0.01%	673
2017 Q2	$53K	Hold	3,804	–	–	0.01%	611
2017 Q1	$53K	Buy	3,804 +2,075	+120%	+$28.9K	0.01%	539
2016 Q4	$23K	Buy	+1,729	New	+$23.2K	0.01%	428

Other funds holding EVG

SIA

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFS

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Steward Partners Investment Advisory's EVG Position: Q3 2020 in Review

Steward Partners Investment Advisory sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q3 2020, closing a stake of 1,221 shares — an estimated $14K sold.

Steward Partners Investment Advisory first reported a position in EVG in Q4 2016 and held it in 13 quarters. The position peaked at $54K in Q3 2017. 40 funds tracked by Wall St. Rank hold EVG as of Q3 2020.

Steward Partners Investment Advisory reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q3 2020 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,221 Eaton Vance Short Duration Diversified Income Fund shares in Q3 2020, an estimated $14K.
Steward Partners Investment Advisory first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2016 and held it in 13 quarters.
Steward Partners Investment Advisory's Eaton Vance Short Duration Diversified Income Fund position peaked at $54K in Q3 2017.
40 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q3 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2020, filed 30 Oct 2020.