Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Sign in Sign up
SWP
EVG

Stratos Wealth Partners’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Stratos Wealth Partners’s Portfolio EVG Stock Details EVG Fund Activity
Bought
Maintained
Sold
Shares
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
– Sell
-2,603
Closed -$34K – 1309
2018
Q3
$34K Buy
+2,603
New +$33.7K ﹤0.01% 1633
2018
Q2
– Sell
-2,603
Closed -$35K – 1449
2018
Q1
$35K Hold
2,603
– – ﹤0.01% 1764
2017
Q4
$37K Buy
+2,603
New +$36.7K ﹤0.01% 1658

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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Product
Portfolios Fund Trends Large Buys & Sells Stocks ETFs Sectors Industries Rankings
Popular funds
Jane Street Citadel Renaissance Situational Awareness Coatue Bridgewater
Resources
API Docs Plans Learn Methodology
Policies
Terms & Conditions Privacy Policy Disclaimer Climate Commitment
Connect
Contact Us About X (Twitter) LinkedIn

© 2026 Wall St. Rank

Sign up Sign in
Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

Theme