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

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

Other funds holding EVG

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Winning Points Advisors's EVG Position: Q1 2022 in Review

Winning Points Advisors sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q1 2022, closing a stake of 22,995 shares — an estimated $311K sold.

Winning Points Advisors first reported a position in EVG in Q4 2016 and held it in 20 quarters. The position peaked at $1.52M in Q4 2016. 37 funds tracked by Wall St. Rank hold EVG as of Q1 2022.

Winning Points Advisors reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q1 2022 after selling out during the quarter.
Winning Points Advisors sold 22,995 Eaton Vance Short Duration Diversified Income Fund shares in Q1 2022, an estimated $311K.
Winning Points Advisors first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2016 and held it in 20 quarters.
Winning Points Advisors's Eaton Vance Short Duration Diversified Income Fund position peaked at $1.52M in Q4 2016.
37 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q1 2022.

Based on Winning Points Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.