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

Doliver 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
2019 Q1	–	Sell	-15,193	Closed	-$289K	–	153
2018 Q4	$289K	Buy	+15,193	New	+$337K	0.14%	88
2018 Q2	–	Sell	-35,874	Closed	-$786K	–	335
2018 Q1	$786K	Buy	+35,874	New	+$820K	0.34%	35
2017 Q3	–	Sell	-22,984	Closed	-$503K	–	272
2017 Q2	$503K	Buy	+22,984	New	+$498K	0.24%	93
2017 Q1	–	Sell	-33,742	Closed	-$693K	–	243
2016 Q4	$693K	Buy	+33,742	New	+$673K	0.59%	54
2015 Q3	–	Sell	-37,587	Closed	-$744K	–	215
2015 Q2	$744K	Buy	37,587 +7,980	+27%	+$164K	0.5%	60
2015 Q1	$610K	Buy	+29,607	New	+$611K	0.39%	93
2014 Q3	–	Sell	-17,651	Closed	-$365K	–	281
2014 Q2	$365K	Buy	+17,651	New	+$354K	0.32%	129
2013 Q4	–	Sell	-36,526	Closed	-$658K	–	286
2013 Q3	$658K	Buy	36,526 +25,068	+219%	+$459K	0.4%	69
2013 Q2	$209K	Buy	+11,458	New	+$217K	0.12%	283

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

Cohen & Steers New York $63.2B AUM 17.15% 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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Doliver Advisors's EVT Position: Q1 2019 in Review

Doliver Advisors sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2019, closing a stake of 15,193 shares — an estimated $289K sold.

Doliver Advisors first reported a position in EVT in Q2 2013 and held it in 9 quarters. The position peaked at $786K in Q1 2018. 107 funds tracked by Wall St. Rank hold EVT as of Q1 2019.

Doliver Advisors reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2019 after selling out during the quarter.
Doliver Advisors sold 15,193 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2019, an estimated $289K.
Doliver Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q2 2013 and held it in 9 quarters.
Doliver Advisors's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $786K in Q1 2018.
107 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2019.

Based on Doliver Advisors's 13F filing for Q1 2019, filed 13 May 2019.