Strategic Capital Advisers’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Strategic Capital Advisers’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
2022 Q1	–	Sell	-16,080	Closed	-$213K	–	60
2021 Q4	$213K	Hold	16,080	–	–	0.15%	56
2021 Q3	$214K	Sell	16,080 -17,820	-53%	-$242K	0.17%	55
2021 Q2	$450K	Hold	33,900	–	–	0.37%	42
2021 Q1	$446K	Hold	33,900	–	–	0.39%	42
2020 Q4	$419K	Hold	33,900	–	–	0.36%	41
2020 Q3	$388K	Hold	33,900	–	–	0.36%	39
2020 Q2	$385K	Buy	+33,900	New	+$380K	0.39%	41
2020 Q1	–	Sell	-22,300	Closed	-$301K	–	52
2019 Q4	$301K	Buy	+22,300	New	+$296K	0.28%	54

Other funds holding EVG

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Strategic Capital Advisers's EVG Position: Q1 2022 in Review

Strategic Capital Advisers sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q1 2022, closing a stake of 16,080 shares — an estimated $213K sold.

Strategic Capital Advisers first reported a position in EVG in Q4 2019 and held it in 8 quarters. The position peaked at $450K in Q2 2021. 37 funds tracked by Wall St. Rank hold EVG as of Q1 2022.

Strategic Capital Advisers reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q1 2022 after selling out during the quarter.
Strategic Capital Advisers sold 16,080 Eaton Vance Short Duration Diversified Income Fund shares in Q1 2022, an estimated $213K.
Strategic Capital Advisers first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2019 and held it in 8 quarters.
Strategic Capital Advisers's Eaton Vance Short Duration Diversified Income Fund position peaked at $450K in Q2 2021.
37 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q1 2022.

Based on Strategic Capital Advisers's 13F filing for Q1 2022, filed 5 May 2022.