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Financial Architects (New Jersey)’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Financial Architects (New Jersey)’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
2016
Q3 		– Sell
-83
Closed -$2K – 1465
2016
Q2 		$2K Buy
+83
New +$1.66K ﹤0.01% 1293

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Morgan Stanley
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JIC
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Wells Fargo
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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 Architects (New Jersey)'s EVT Position: Q3 2016 in Review

Financial Architects (New Jersey) sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q3 2016, closing a stake of 83 shares — an estimated $2K sold.

Financial Architects (New Jersey) first reported a position in EVT in Q2 2016 and held it in 1 quarter. The position peaked at $2K in Q2 2016. 74 funds tracked by Wall St. Rank hold EVT as of Q3 2016.

  • Financial Architects (New Jersey) reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q3 2016 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 83 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q3 2016, an estimated $2K.
  • Financial Architects (New Jersey) first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q2 2016 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $2K in Q2 2016.
  • 74 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2016.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2016, filed 28 Oct 2016.