Truist Financial’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Truist Financial’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
2020 Q4	–	Sell	-10,447	Closed	-$120K	–	2578
2020 Q3	$120K	Hold	10,447	–	–	﹤0.01%	2342
2020 Q2	$119K	Buy	+10,447	New	+$117K	﹤0.01%	2275

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Truist Financial's EVG Position: Q4 2020 in Review

Truist Financial sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q4 2020, closing a stake of 10,447 shares — an estimated $120K sold.

Truist Financial first reported a position in EVG in Q2 2020 and held it in 2 quarters. The position peaked at $120K in Q3 2020. 42 funds tracked by Wall St. Rank hold EVG as of Q4 2020.

Truist Financial reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q4 2020 after selling out during the quarter.
Truist Financial sold 10,447 Eaton Vance Short Duration Diversified Income Fund shares in Q4 2020, an estimated $120K.
Truist Financial first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q2 2020 and held it in 2 quarters.
Truist Financial's Eaton Vance Short Duration Diversified Income Fund position peaked at $120K in Q3 2020.
42 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q4 2020.

Based on Truist Financial's 13F filing for Q4 2020, filed 18 Feb 2021.