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 $4.93B AUM 12.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return