Atwood & Palmer’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Atwood & Palmer’s Portfolio EVT Stock Details EVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-75	Closed	-$2K	–	391
2014 Q3	$2K	Hold	75	–	–	﹤0.01%	364
2014 Q2	$2K	Buy	+75	New	+$1.5K	﹤0.01%	314

Other funds holding EVT

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

PPA

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Atwood & Palmer's EVT Position: Q4 2014 in Review

Atwood & Palmer sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q4 2014, closing a stake of 75 shares — an estimated $2K sold.

Atwood & Palmer first reported a position in EVT in Q2 2014 and held it in 2 quarters. The position peaked at $2K in Q3 2014. 77 funds tracked by Wall St. Rank hold EVT as of Q4 2014.

Atwood & Palmer reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q4 2014 after selling out during the quarter.
Atwood & Palmer sold 75 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q4 2014, an estimated $2K.
Atwood & Palmer first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q2 2014 and held it in 2 quarters.
Atwood & Palmer's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $2K in Q3 2014.
77 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q4 2014.

Based on Atwood & Palmer's 13F filing for Q4 2014, filed 17 Feb 2015.