WA
EVG

WPG Advisers’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

WPG Advisers’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
2025
Q1 		– Sell
-72
Closed -$786 – 1475
2024
Q4 		$786 Buy
+72
New +$804 ﹤0.01% 1261

Other funds holding EVG

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WPG Advisers's EVG Position: Q1 2025 in Review

WPG Advisers sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q1 2025, closing a stake of 72 shares — an estimated $786 sold.

WPG Advisers first reported a position in EVG in Q4 2024 and held it in 1 quarter. The position peaked at $786 in Q4 2024. 42 funds tracked by Wall St. Rank hold EVG as of Q1 2025.

  • WPG Advisers reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q1 2025 after selling out during the quarter.
  • WPG Advisers sold 72 Eaton Vance Short Duration Diversified Income Fund shares in Q1 2025, an estimated $786.
  • WPG Advisers first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2024 and held it in 1 quarter.
  • WPG Advisers's Eaton Vance Short Duration Diversified Income Fund position peaked at $786 in Q4 2024.
  • 42 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q1 2025.

Based on WPG Advisers's 13F filing for Q1 2025, filed 15 May 2025.