Wealthspire Advisors (Maryland)’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Wealthspire Advisors (Maryland)’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
2018 Q2	–	Sell	-819	Closed	-$11K	–	2468
2018 Q1	$11K	Sell	819 -229	-22%	-$3.16K	﹤0.01%	1520
2017 Q4	$15K	Buy	1,048 +13	+1%	+$183	﹤0.01%	1424
2017 Q3	$15K	Buy	1,035 +13	+1%	+$185	﹤0.01%	1403
2017 Q2	$14K	Buy	1,022 +12	+1%	+$169	﹤0.01%	1390
2017 Q1	$14K	Buy	1,010 +15	+2%	+$209	﹤0.01%	1199
2016 Q4	$14K	Buy	995 +582	+141%	+$7.83K	﹤0.01%	1116
2016 Q3	$6K	Buy	413 +8	+2%	+$109	﹤0.01%	1355
2016 Q2	$5K	Buy	405 +8	+2%	+$108	﹤0.01%	1337
2016 Q1	$5K	Buy	397 +8	+2%	+$105	﹤0.01%	1334
2015 Q4	$5K	Buy	+389	New	+$5.15K	﹤0.01%	1346

Other funds holding EVG

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EVG Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q2 2018, closing a stake of 819 shares — an estimated $11K sold.

Wealthspire Advisors (Maryland) first reported a position in EVG in Q4 2015 and held it in 10 quarters. The position peaked at $15K in Q4 2017. 51 funds tracked by Wall St. Rank hold EVG as of Q2 2018.

Wealthspire Advisors (Maryland) reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q2 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 819 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2018, an estimated $11K.
Wealthspire Advisors (Maryland) first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2015 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s Eaton Vance Short Duration Diversified Income Fund position peaked at $15K in Q4 2017.
51 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.