Diversified Portfolios Inc’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Diversified Portfolios Inc’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	-9,500	Closed	-$221K	–	50
2017 Q4	$221K	Hold	9,500	–	–	0.12%	51
2017 Q3	$210K	Hold	9,500	–	–	0.12%	51
2017 Q2	$208K	Hold	9,500	–	–	0.12%	47
2017 Q1	$201K	Buy	+9,500	New	+$204K	0.12%	49

Other funds holding EVT

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

SWP

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

Cohen & Steers New York $63.2B AUM 17.15% 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

Diversified Portfolios Inc's EVT Position: Q1 2018 in Review

Diversified Portfolios Inc sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2018, closing a stake of 9,500 shares — an estimated $221K sold.

Diversified Portfolios Inc first reported a position in EVT in Q1 2017 and held it in 4 quarters. The position peaked at $221K in Q4 2017. 96 funds tracked by Wall St. Rank hold EVT as of Q1 2018.

Diversified Portfolios Inc reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2018 after selling out during the quarter.
Diversified Portfolios Inc sold 9,500 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2018, an estimated $221K.
Diversified Portfolios Inc first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2017 and held it in 4 quarters.
Diversified Portfolios Inc's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $221K in Q4 2017.
96 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2018.

Based on Diversified Portfolios Inc's 13F filing for Q1 2018, filed 17 Apr 2018.