Calton & Associates’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Calton & Associates’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
2018 Q1	–	Sell	-261	Closed	-$6K	–	619
2017 Q4	$6K	Buy	+261	New	+$5.89K	﹤0.01%	1199

Other funds holding EVT

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Calton & Associates's EVT Position: Q1 2018 in Review

Calton & Associates sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2018, closing a stake of 261 shares — an estimated $6K sold.

Calton & Associates first reported a position in EVT in Q4 2017 and held it in 1 quarter. The position peaked at $6K in Q4 2017. 96 funds tracked by Wall St. Rank hold EVT as of Q1 2018.

Calton & Associates reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 261 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2018, an estimated $6K.
Calton & Associates first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2017 and held it in 1 quarter.
Calton & Associates's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $6K in Q4 2017.
96 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.