Whitnell & Co’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Whitnell & Co’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
2013 Q3	–	Sell	-321	Closed	-$5K	–	297
2013 Q2	$5K	Buy	+321	New	+$5.39K	﹤0.01%	337

Other funds holding EVG

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

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

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

Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return

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

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

First Allied Asset Management San Diego, California $712M AUM 9.35% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return