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Doyle Wealth Management’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Doyle Wealth Management’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
-23
Closed – – 350
2018
Q4 		$0 Buy
+23
New +$510 ﹤0.01% 861

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JIC
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Cohen & Steers
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Wells Fargo
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SWP
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SFS
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Doyle Wealth Management's EVT Position: Q1 2019 in Review

Doyle Wealth Management sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2019, closing a stake of 23 shares.

Doyle Wealth Management first reported a position in EVT in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 107 funds tracked by Wall St. Rank hold EVT as of Q1 2019.

  • Doyle Wealth Management reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 23 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2019.
  • Doyle Wealth Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2018 and held it in 1 quarter.
  • Doyle Wealth Management's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $0 in Q4 2018.
  • 107 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2019.

Based on Doyle Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.