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

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

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

First Trust Advisors

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

Bank of America

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return