Wilbanks Smith & Thomas Asset Management’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Wilbanks Smith & Thomas Asset Management’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 Q4	–	Sell	-200	Closed	-$3K	–	650
2018 Q3	$3K	Buy	+200	New	+$2.59K	﹤0.01%	1328

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

1CP

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

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

BRWA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Wilbanks Smith & Thomas Asset Management's EVG Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q4 2018, closing a stake of 200 shares — an estimated $3K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in EVG in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 42 funds tracked by Wall St. Rank hold EVG as of Q4 2018.

Wilbanks Smith & Thomas Asset Management reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q4 2018 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 200 Eaton Vance Short Duration Diversified Income Fund shares in Q4 2018, an estimated $3K.
Wilbanks Smith & Thomas Asset Management first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q3 2018 and held it in 1 quarter.
Wilbanks Smith & Thomas Asset Management's Eaton Vance Short Duration Diversified Income Fund position peaked at $3K in Q3 2018.
42 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.