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Cowen Prime Advisors’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Cowen Prime 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
2013
Q4 		– Sell
-15,000
Closed -$270K – 269
2013
Q3 		$270K Hold
15,000
– – 0.11% 98
2013
Q2 		$274K Buy
+15,000
New +$284K 0.11% 93

Other funds holding EVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cowen Prime Advisors's EVT Position: Q4 2013 in Review

Cowen Prime Advisors sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q4 2013, closing a stake of 15,000 shares — an estimated $270K sold.

Cowen Prime Advisors first reported a position in EVT in Q2 2013 and held it in 2 quarters. The position peaked at $274K in Q2 2013. 76 funds tracked by Wall St. Rank hold EVT as of Q4 2013.

  • Cowen Prime Advisors reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q4 2013 after selling out during the quarter.
  • Cowen Prime Advisors sold 15,000 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q4 2013, an estimated $270K.
  • Cowen Prime Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q2 2013 and held it in 2 quarters.
  • Cowen Prime Advisors's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $274K in Q2 2013.
  • 76 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q4 2013.

Based on Cowen Prime Advisors's 13F filing for Q4 2013, filed 13 Feb 2014.