Clear Perspective Advisors’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Clear Perspective Advisors’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 Q2	–	Sell	-600	Closed	-$13K	–	497
2018 Q1	$13K	Hold	600	–	–	0.01%	336
2017 Q4	$14K	Hold	600	–	–	0.01%	318
2017 Q3	$13K	Hold	600	–	–	0.01%	322
2017 Q2	$13K	Hold	600	–	–	0.01%	321
2017 Q1	$13K	Hold	600	–	–	0.01%	301
2016 Q4	$12K	Buy	+600	New	+$12K	0.01%	300

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

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

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

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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

FAM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AAM

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

Clear Perspective Advisors's EVT Position: Q2 2018 in Review

Clear Perspective Advisors sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2018, closing a stake of 600 shares — an estimated $13K sold.

Clear Perspective Advisors first reported a position in EVT in Q4 2016 and held it in 6 quarters. The position peaked at $14K in Q4 2017. 95 funds tracked by Wall St. Rank hold EVT as of Q2 2018.

Clear Perspective Advisors reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q2 2018 after selling out during the quarter.
Clear Perspective Advisors sold 600 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2018, an estimated $13K.
Clear Perspective Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2016 and held it in 6 quarters.
Clear Perspective Advisors's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $14K in Q4 2017.
95 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2018.

Based on Clear Perspective Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.