WAM
EVG

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
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RVPG
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Wells Fargo
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return