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BB&T Securities’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

BB&T Securities’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
2016
Q2 		– Sell
-10,494
Closed -$201K – 1213
2016
Q1 		$201K Sell
10,494
-3,355
-24% -$61.1K ﹤0.01% 1087
2015
Q4 		$267K Buy
13,849
+512
+4% +$10K 0.01% 964
2015
Q3 		$245K Buy
+13,337
New +$262K 0.01% 935
2014
Q3 		– Sell
-10,044
Closed -$2.08M – 1041
2014
Q2 		$2.08M Buy
10,044
+9
+0.1% +$181 0.01% 929
2014
Q1 		$1.97M Buy
10,035
+8
+0.1% +$153 0.01% 875
2013
Q4 		$1.91M Buy
10,027
+9
+0.1% +$167 0.01% 848
2013
Q3 		$1.8M Buy
+10,018
New +$183K 0.01% 777

Other funds holding EVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $648M AUM 11.62% 1-Year Est. Return