SNC
EVG

Stifel Nicolaus & Co’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$891K Buy
57,518
+5,833
+11% +$89.9K 0.01% 706
2013
Q2 		$836K Buy
+51,685
New +$868K 0.02% 685

Other funds holding EVG

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
FAAM
First Allied Asset Management San Diego, California $712M AUM 9.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Stifel Nicolaus & Co's EVG Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its Eaton Vance Short Duration Diversified Income Fund (EVG) stake by 11% in Q3 2013, buying an estimated $89.9K and bringing the position to 57,518 shares worth $891K. The position accounts for 0.01% of the portfolio, ranked #706.

Stifel Nicolaus & Co first reported a position in EVG in Q2 2013 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold EVG as of Q3 2013.

  • Stifel Nicolaus & Co held 57,518 shares of Eaton Vance Short Duration Diversified Income Fund worth $891K as of Q3 2013.
  • Stifel Nicolaus & Co bought 5,833 Eaton Vance Short Duration Diversified Income Fund shares in Q3 2013, an estimated $89.9K.
  • Eaton Vance Short Duration Diversified Income Fund made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #706 holding.
  • Stifel Nicolaus & Co first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q2 2013 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.