Wills Financial Group’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Wills Financial Group’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
2015 Q1	–	Sell	-156,247	Closed	-$2.21M	–	80
2014 Q4	$2.21M	Sell	156,247 -5,217	-3%	-$75.1K	1.79%	18
2014 Q3	$2.37M	Sell	161,464 -2,925	-2%	-$43.9K	2%	17
2014 Q2	$2.52M	Buy	164,389 +8,967	+6%	+$137K	2.09%	14
2014 Q1	$2.36M	Buy	155,422 +35,453	+30%	+$544K	2.24%	14
2013 Q4	$1.83M	Buy	+119,969	New	+$1.83M	1.88%	17

Other funds holding EVG

SIA

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

RVP

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

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

PPA

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

RCM

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

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

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Wills Financial Group's EVG Position: Q1 2015 in Review

Wills Financial Group sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q1 2015, closing a stake of 156,247 shares — an estimated $2.21M sold.

Wills Financial Group first reported a position in EVG in Q4 2013 and held it in 5 quarters. The position peaked at $2.52M in Q2 2014. 47 funds tracked by Wall St. Rank hold EVG as of Q1 2015.

Wills Financial Group reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q1 2015 after selling out during the quarter.
Wills Financial Group sold 156,247 Eaton Vance Short Duration Diversified Income Fund shares in Q1 2015, an estimated $2.21M.
Wills Financial Group first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2013 and held it in 5 quarters.
Wills Financial Group's Eaton Vance Short Duration Diversified Income Fund position peaked at $2.52M in Q2 2014.
47 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q1 2015.

Based on Wills Financial Group's 13F filing for Q1 2015, filed 14 May 2015.