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

Evercore 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
2018 Q1	–	Sell	-5,299	Closed	-$123K	–	486
2017 Q4	$123K	Hold	5,299	–	–	﹤0.01%	429
2017 Q3	$117K	Hold	5,299	–	–	﹤0.01%	434
2017 Q2	$116K	Hold	5,299	–	–	﹤0.01%	441
2017 Q1	$112K	Buy	5,299 +3,299	+165%	+$70.9K	﹤0.01%	461
2016 Q4	$41K	Hold	2,000	–	–	﹤0.01%	641
2016 Q3	$40K	Hold	2,000	–	–	﹤0.01%	644
2016 Q2	$40K	Hold	2,000	–	–	﹤0.01%	620
2016 Q1	$38K	Hold	2,000	–	–	﹤0.01%	618
2015 Q4	$39K	Hold	2,000	–	–	﹤0.01%	638
2015 Q3	$37K	Hold	2,000	–	–	﹤0.01%	640
2015 Q2	$40K	Hold	2,000	–	–	﹤0.01%	670
2015 Q1	$41K	Buy	+2,000	New	+$41.3K	﹤0.01%	658
2014 Q4	–	Sell	-2,000	Closed	-$40K	–	895
2014 Q3	$40K	Hold	2,000	–	–	﹤0.01%	642
2014 Q2	$41K	Hold	2,000	–	–	﹤0.01%	638
2014 Q1	$39K	Hold	2,000	–	–	﹤0.01%	632
2013 Q4	$38K	Buy	+2,000	New	+$37K	﹤0.01%	595

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

Evercore Wealth Management's EVT Position: Q1 2018 in Review

Evercore Wealth Management sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2018, closing a stake of 5,299 shares — an estimated $123K sold.

Evercore Wealth Management first reported a position in EVT in Q4 2013 and held it in 16 quarters. The position peaked at $123K in Q4 2017. 96 funds tracked by Wall St. Rank hold EVT as of Q1 2018.

Evercore Wealth Management reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 5,299 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2018, an estimated $123K.
Evercore Wealth Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2013 and held it in 16 quarters.
Evercore Wealth Management's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $123K in Q4 2017.
96 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.