WFG Advisors’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

WFG Advisors’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
2017 Q2	$5.39M	Buy	383,700 +44,809	+13%	+$631K	1.22%	8
2017 Q1	$4.79M	Buy	338,891 +222,767	+192%	+$3.11M	1.28%	9
2016 Q4	$1.61M	Buy	116,124 +34,429	+42%	+$463K	0.39%	62
2016 Q3	$1.12M	Buy	81,695 +22,564	+38%	+$307K	0.28%	92
2016 Q2	$798K	Buy	59,131 +6,243	+12%	+$84.1K	0.21%	115
2016 Q1	$706K	Buy	52,888 +1,356	+3%	+$17.7K	0.2%	120
2015 Q4	$691K	Sell	51,532 -8,888	-15%	-$118K	0.21%	119
2015 Q3	$799K	Sell	60,420 -4,016	-6%	-$55K	0.25%	91
2015 Q2	$892K	Buy	64,436 +5,748	+10%	+$83.1K	0.25%	92
2015 Q1	$850K	Buy	58,688 +1,212	+2%	+$17.4K	0.24%	95
2014 Q4	$813K	Sell	57,476 -69,406	-55%	-$1,000K	0.16%	139
2014 Q3	$1.86M	Buy	126,882 +8,338	+7%	+$125K	0.35%	50
2014 Q2	$1.82M	Buy	118,544 +329	+0.3%	+$5.01K	0.34%	64
2014 Q1	$1.8M	Buy	118,215 +1,062	+0.9%	+$16.3K	0.36%	48
2013 Q4	$1.79M	Buy	117,153 +59,511	+103%	+$909K	0.25%	94
2013 Q3	$893K	Sell	57,642 -11,824	-17%	-$182K	0.14%	175
2013 Q2	$1.12M	Buy	+69,466	New	+$1.17M	0.19%	141

Other funds holding EVG

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

RVPG

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

WPA

Winning Points Advisors Boca Raton, Florida $74.8M AUM

WFG Advisors's EVG Position: Q2 2017 in Review

WFG Advisors increased its Eaton Vance Short Duration Diversified Income Fund (EVG) stake by 13% in Q2 2017, buying an estimated $631K and bringing the position to 383,700 shares worth $5.39M. The position accounts for 1.22% of the portfolio, ranked #8.

WFG Advisors first reported a position in EVG in Q2 2013 and has held it in 17 quarters since. 42 funds tracked by Wall St. Rank hold EVG as of Q2 2017.

WFG Advisors held 383,700 shares of Eaton Vance Short Duration Diversified Income Fund worth $5.39M as of Q2 2017.
WFG Advisors bought 44,809 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2017, an estimated $631K.
Eaton Vance Short Duration Diversified Income Fund made up 1.22% of WFG Advisors's portfolio in Q2 2017, its #8 holding.
WFG Advisors first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q2 2013 and has held it in 17 quarters since.
42 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.