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WPA
EVG
Winning Points Advisors’s
Eaton Vance Short Duration Diversified Income Fund
EVG
Stock Holding History
Winning Points Advisors’s Portfolio
EVG Stock Details
EVG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q1
–
Sell
-22,995
Closed
-$311K
–
66
2021
Q4
$311K
Buy
+22,995
New
+$307K
0.23%
57
2021
Q3
–
Sell
-10,300
Closed
-$137K
–
64
2021
Q2
$137K
Hold
10,300
–
–
0.1%
56
2021
Q1
$136K
Sell
10,300
-700
-6%
-$9.15K
0.1%
63
2020
Q4
$136K
Hold
11,000
–
–
0.11%
62
2020
Q3
$126K
Hold
11,000
–
–
0.11%
59
2020
Q2
$124K
Sell
11,000
-695
-6%
-$7.79K
0.12%
55
2020
Q1
$128K
Sell
11,695
-3,200
-21%
-$40.7K
0.12%
59
2019
Q4
$201K
Sell
14,895
-700
-4%
-$9.3K
0.13%
71
2019
Q3
$205K
Sell
15,595
-7,400
-32%
-$98.1K
0.15%
68
2019
Q2
$311K
Sell
22,995
-2,000
-8%
-$26.2K
0.23%
57
2019
Q1
$324K
Sell
24,995
-510
-2%
-$6.54K
0.25%
57
2018
Q4
$320K
Sell
25,505
-5,000
-16%
-$63.4K
0.27%
54
2018
Q3
$394K
Hold
30,505
–
–
0.29%
54
2018
Q2
$397K
Sell
30,505
-2,300
-7%
-$30.6K
0.32%
51
2018
Q1
$441K
Sell
32,805
-2,800
-8%
-$38.7K
0.36%
49
2017
Q4
$511K
Hold
35,605
–
–
0.42%
44
2017
Q3
$497K
Sell
35,605
-38,763
-52%
-$553K
0.43%
47
2017
Q2
$1.04M
Hold
74,368
–
–
1.02%
29
2017
Q1
$1.04M
Sell
74,368
-35,190
-32%
-$491K
1.02%
30
2016
Q4
$1.52M
Buy
+109,558
New
+$1.47M
1.66%
19
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$1.02T AUM
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1-Year Est. Return
GC
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$12.9B AUM
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1-Year Est. Return
CF
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$2.1B AUM
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1-Year Est. Return
NA
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$18.5B AUM
19.51%
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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