TRCT
EVG

Tower Research Capital (TRC)’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Tower Research Capital (TRC)’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
2024
Q2 		– Sell
-95
Closed -$1K – 5769
2024
Q1 		$1K Buy
+95
New +$1.01K ﹤0.01% 5350
2018
Q4 		– Sell
-3,510
Closed -$45K – 3947
2018
Q3 		$45K Buy
3,510
+3,310
+1,655% +$42.8K ﹤0.01% 1815
2018
Q2 		$3K Sell
200
-644
-76% -$8.56K ﹤0.01% 3219
2018
Q1 		$12K Buy
+844
New +$11.7K ﹤0.01% 2388
2017
Q4 		– Sell
-200
Closed -$3K – 3645
2017
Q3 		$3K Buy
+200
New +$2.85K ﹤0.01% 3468
2017
Q1 		– Sell
-109
Closed -$2K – 3269
2016
Q4 		$2K Buy
+109
New +$1.47K ﹤0.01% 3402
2016
Q2 		– Sell
-237
Closed -$3K – 4560
2016
Q1 		$3K Sell
237
-322
-58% -$4.21K ﹤0.01% 3077
2015
Q4 		$7K Buy
+559
New +$7.41K ﹤0.01% 2567
2015
Q2 		– Sell
-32
Closed – – 4541
2015
Q1 		$0 Buy
+32
New +$459 ﹤0.01% 4529
2014
Q1 		– Sell
-3,709
Closed -$57K – 4578
2013
Q4 		$57K Buy
3,709
+3,295
+796% +$50.3K 0.01% 1271
2013
Q3 		$6K Sell
414
-435
-51% -$6.71K ﹤0.01% 3536
2013
Q2 		$14K Buy
+849
New +$14.3K ﹤0.01% 2038

Other funds holding EVG

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tower Research Capital (TRC)'s EVG Position: Q2 2024 in Review

Tower Research Capital (TRC) sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q2 2024, closing a stake of 95 shares — an estimated $1K sold.

Tower Research Capital (TRC) first reported a position in EVG in Q2 2013 and held it in 12 quarters. The position peaked at $57K in Q4 2013. 43 funds tracked by Wall St. Rank hold EVG as of Q2 2024.

  • Tower Research Capital (TRC) reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q2 2024 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 95 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2024, an estimated $1K.
  • Tower Research Capital (TRC) first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q2 2013 and held it in 12 quarters.
  • Tower Research Capital (TRC)'s Eaton Vance Short Duration Diversified Income Fund position peaked at $57K in Q4 2013.
  • 43 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2024.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2024, filed 13 Aug 2024.