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

Financial Advisors Network’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
2017
Q1 		– Sell
-1,000
Closed -$21.5K – 206
2016
Q4 		$21.5K Buy
+1,000
New +$19.9K 0.02% 192

Other funds holding EVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Financial Advisors Network's EVT Position: Q1 2017 in Review

Financial Advisors Network sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2017, closing a stake of 1,000 shares — an estimated $21.5K sold.

Financial Advisors Network first reported a position in EVT in Q4 2016 and held it in 1 quarter. The position peaked at $21.5K in Q4 2016. 84 funds tracked by Wall St. Rank hold EVT as of Q1 2017.

  • Financial Advisors Network reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2017 after selling out during the quarter.
  • Financial Advisors Network sold 1,000 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2017, an estimated $21.5K.
  • Financial Advisors Network first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2016 and held it in 1 quarter.
  • Financial Advisors Network's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $21.5K in Q4 2016.
  • 84 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2017.

Based on Financial Advisors Network's 13F filing for Q1 2017, filed 17 May 2017.